Recorded Webinar: Testamentary Trusts: Tax Treatment of Non Resident Beneficiaries

Date: Wednesday 22nd November 2017
Duration: approx. 2 hours
In our global market, many Australians are leaving our shores to study or work overseas, with little thought to the tax implications. However, where a trust holds real estate and distributions that are intended to be made to a foreign person, you could find an unexpected tax liability coming your way. This session looks at the tax implications of having a foreign person as a beneficiary and covers:
  • Foreign person:
    • who does it include?
    • when are they caught as a potential beneficiary?
    • is distribution required? 
  • Non-resident beneficiary and deeming of non-resident trust
  • The withholding tax regime for non-resident beneficiaries
  • Understanding the land tax and stamp duty implications – a state by state review
  • Avoiding the surcharges - should you be amending the trust deed?
Our presenter

Patrick Ellwood, Director, View Legal

Patrick Ellwood is a director and co-founder of View Legal, having previously spent eight years at a national law firm.

Patrick specialises in helping business owners through transition, focussing on tax effective restructuring, asset protection and succession.

The family-owned businesses he works for range from large-scale retail operators to farming families and mining entrepreneurs.

Patrick is passionate about helping his clients grow their business and achieve maximum value upon their retirement.

He has assisted clients with exit strategies including sales to ASX listed companies, staged transitions to the next generation of family members and management buy-outs.

He is a trusted adviser to many of his clients and assists with both their personal and business legal needs.

Patrick is a regular author and speaker across a range of private and professional bodies.


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.

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 9670 2055 or email:
Product Code: WBNNOV17
 Price:  $253.00 (Inclusive of GST)
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