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80009
Individual Podcasts

What the New Testamentary Trust Changes Mean for Estate Planning

Estate planning strategies often involve testamentary trusts, with one key benefit being the availability of concessional tax rates to minors receiving trust income. However, recent reforms have changed the tax treatment of distributions of income from testamentary trusts to minor
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Podcast

Estate planning strategies often involve testamentary trusts, with one key benefit being the availability of concessional tax rates to minors receiving trust income. However, recent reforms have changed the tax treatment of distributions of income from testamentary trusts to minors. In this program, Matthew Burgess, of View Legal in Queensland, examines these recent reforms and how they may impact your clients’ estate plans.

[21.12 minutes] [0.35 CPD hours]

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.

CPD Information

0.00 CPD Hours

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