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Recorded Webinars

Recorded Webinar: Life Cycle of a Testamentary Trust: The Tax Imperatives

Testamentary discretionary trusts are a fundamental part of estate planning, but some parts are not as well understood. And, with the recent Federal Budget’s attack on excepted trust income, the challenges are continuing to grow. This session examines the life cycle of the testam
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

Testamentary discretionary trusts are a fundamental part of estate planning, but some parts are not as well understood. And, with the recent Federal Budget’s attack on excepted trust income, the challenges are continuing to grow. This session examines the life cycle of the testamentary trust and considers some of its more challenging aspects, including:

  • When does the TDT commence?

  • Moving assets into the TDT

  • Distributions by the TDT

  • Tax advantages in using a TDT to invest

  • 2018 Federal Budget reforms regarding excepted trust income - what will the new rules attack and where does that leave us regarding testamentary trusts for minors?

  • 20 years on - practical issues arising from ongoing operation and administration of the TDT

  • Navigating the tax issues on vesting

  • Application of CGT E events and rollovers

  • Using a deed of arrangement/compromise as part of the TDT

  • Winding up and the tax implications

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 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.

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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