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Recorded Webinars

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

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
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

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

Presented By

Matthew Burgess
Director, View Legal Australia,

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 holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

Who Should Attend?

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.

Enquiries/Assistance

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: [email protected]

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