Live Webinar: Drafting Testamentary Trusts in a Tax Effective Manner


Date:   Wednesday 15th November 2017 – Online:
Vic, NSW, ACT, Tas: 11am to 1pm 
SA:  10:30am to 12:30pm  WA: 8am to 10am  NT:
9:30am to 11:30am  Qld: 10am to 12noon

Testamentary trusts can be particularly useful from a tax perspective. However, you need to get the drafting right, or risk losing the tax benefits. This practical session looks at how to ensure your testamentary trusts are drafted in the most tax-effective way, with a focus on the following:

  • Defining the beneficiaries
  • The right to vary
  • The right to vest
  • Income clauses – trust income, net income, trustee’s choice, default
  • Trustee power clauses
  • Appropriate streaming provisions
    • capital gains
    • franked dividends
    • other income classes
Our presenter

Tara Lucke, Consultant Lawyer, View Legal

Tara loves helping clients reach peace of mind about the protection of their wealth and transition to the next generation.

She is a lawyer and one of the four co-founders of the specialist law firm, View Legal Pty Ltd.

While currently enjoying the wonderful lifestyle benefits of being based at the Gold Coast, Tara works predominantly in the Brisbane, Gold Coast and Northern NSW regions. As a location independent lawyer, she also embraces technology to assist clients all over Australia.

Tara specialises in estate planning, tax planning, asset protection, business succession, superannuation and trusts. She started her career with McCullough Robertson, working with them from 2007 to 2014 before co-founding View Legal in 2014.

One of Tara’s fundamental business values is to work collaboratively with clients’ existing advisers to deliver effective and appropriate solutions. To this end, she is passionate about exploring innovations in the legal industry, particularly in relation to using technology and value pricing to provide quality solutions and price certainty for clients.

Tara is a fellow of The Tax Institute and a published author in Australia’s leading monthly tax journal, The Tax Institute’s Taxation in Australia and the leading weekly tax journal, Thomson Reuters’ Weekly Tax Bulletin.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. 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: RBGNOV17
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.