Live Webinar: Deceased Estates and Testamentary Trusts: Making Sure Income is Excepted Trust Income


Date: Monday 7th September 2020
Vic, NSW, Qld, ACT, Tas: 12pm to 1pm
SA & NT:  11.30am to 12.30pm
WA: 10am to 11am

Practitioners are often called upon to assist executors of deceased estates or trustees of testamentary trusts with the tax affairs of the estate or trust. This session focuses on the recent developments in this area, including the recent passing of Treasury Laws Amendment (2019 Measures No. 3) Bill 2019:

  • Testamentary trusts and distributions to minor beneficiaries – unpacking the recent reforms

  • Disclosure of protected information of a deceased taxpayer - CRP 2019/D1

  • Draft Practical Compliance Guideline PCG 2018/D6 – Extension of 2 year period to dispose of inherited main residence

  • Income tax liability of the LPR of a deceased person – PCG 2018/4

  • Special disability trusts:

    • advantages and disadvantages

    • requirements

  • De facto testamentary trusts:

    • advantages and disadvantages

    • requirements
Live Webinars,Estate planning and Wills,Live Webinar: Deceased Estates and Testamentary Trusts: Making Sure Income is Excepted Trust Income

Matthew Burgess, Director, View Legal

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in trusts, tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and in Doyles’ first in 2015 in relation to taxation and in 2018 in relation to wills, estates and succession planning.

While a significant focus of Matthew’s practice is on small to medium enterprises and private business owners, the growth in this area in recent years has meant that he also regularly works on transactions with listed companies.


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.


Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD units/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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:

© Television Education Network Pty Ltd 2020

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: RB6SEP20
 Price:   $198.00 (Inclusive of GST)
© 2020 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.