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Testamentary trusts – The need for integrity, effectiveness and quality paper

Published on 23 Nov 18 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • succession planning and asset protection
  • testamentary trusts
  • family provision claims
  • charitable trusts.

Author profile

Emily Anderson
Emily is a lawyer with the Tax and Revenue Group of Cowell Clarke. Emily has experience assisting clients with their business structures, with a focus on internal business restructures and sales including addressing the capital gains tax issues. Emily also has a keen interest in assisting clients streamline their business structures to achieve their succession planning objectives and to ensure that private wealth and control are passed to the next generation in a tax-effective manner taking account of the various Federal and State tax issues. - Current at 12 February 2019
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This was presented at 2018 SA Succession Planning Day .

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