Recorded Webinar: Taxation of Testamentary Trusts

Tuesday 2nd May 2017

Duration:  approx. 2 hours

About the webinar 

Setting up a testamentary discretionary trust is often complex and ensuring you are aware of the numerous tax implications is critical. This session looks at tax implications of setting up a testamentary discretionary trust and covers:

  • Testamentary discretionary trusts – how they differ from the normal family trust
  • Beneficiary v trustee – how to ensure the beneficiary pays tax and special tax rates for categories of beneficiaries
  • Capital gains and franked dividends of beneficiaries
  • Double taxation and Division 6
  • Present entitlement and deceased estates
  • CGT status of assets
  • Buying and selling assets in the trust – CGT consequences
  • Anti-avoidance – injecting income and capital from outside sources
  • Distributing capital and assets from testamentary trusts – CGT consequences
  • Case studies

Who should attend

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.

Product Code: WBAMAY17
 Price:  $253.00 (Inclusive of GST)
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