Live Webinar: Taxation of Testamentary Trusts – Estate Planning Check Lists for CGT and Income Tax Liability


Date: Tuesday 5th September 2017 – Online:

Vic, NSW, Qld, ACT, Tas: 11am to 1pm 
SA & NT:  10:30am to 12:30pm 
WA: 9am to 11am 

From an estate planning perspective, a testamentary discretionary trust can be a flexible, tax effective structure.  Optimizing their tax efficiency is the subject of this session and includes:

  • Commencement of trust and tax administration issues
  • Impact of PS LA 2003/12 - are trustees of testamentary trusts the same as executors for CGT?
  • Income splitting tax effectively
  • Accessing franking credits held in a testamentary trust
  • Using testamentary trusts as a “children’s tax break”
  • Case study – tax issues arising from testamentary trusts for one beneficiary and for more than one
  • Case study – getting as many assets as possible into a testamentary trust
Our presenter  

Daniel Diaz, Barrister, Victorian Bar, Melbourne

Daniel practises in taxation, administrative and commercial law.

Prior to coming to the Bar, Daniel was a solicitor at Arnold Bloch Leibler and Allens Arthur Robinson (now Allens).  In those roles, he advised public companies, private companies and high net-worth individuals regarding income tax, GST and state tax laws.  Daniel also acted for taxpayers in disputes with the Australian Taxation Office and has extensive experience in resolving matters concerning undisclosed assets and income.

Daniel completed a Master of Laws at the University of Melbourne where his studies focused on tax litigation, the administration of tax laws and administrative law more generally.  Daniel is also an updating author for chapters 24.4 (International Taxation) and 31.6 (Capital Gains Tax) of The Laws of Australia and is a Fellow of the Tax Institute.

Daniel is reading with Dr Andrew Hanak and his senior mentor is Ms Helen Symon QC.


This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBASEP17
 Price:   $253.00 (Inclusive of GST)
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