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Recorded Webinars

Recorded Webinar: Tax Effective Options When Providing for Minors: Thinking Beyond a Testamentary Discretionary Trust

Decisions on how to provide for minor beneficiaries involve practical considerations balanced with tax optimisation. While a testamentary discretionary trust is often seen as the structure of choice, there are many more alternatives available. This session explores the following

Date/Time

About the Webinar

Decisions on how to provide for minor beneficiaries involve practical considerations balanced with tax optimisation. While a testamentary discretionary trust is often seen as the structure of choice, there are many more alternatives available. This session explores the following options from a tax and estate planning perspective:

  • Child maintenance trusts for families going through marital separation:

    • what assets can be put in?

    • are roll-overs available?

    • can Division 6AA anti-avoidance rules apply?

  • Post death testamentary trusts

  • Super proceeds trust as part of a will

  • Post death super proceeds trust

  • Child pensions

  • Contributions to beneficiaries’ superannuation

  • Options for grandparents to create trusts for minors

Presented By

Anna Wilson
Barrister, Victorian Bar Melbourne, Vic

Anna acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds.

Anna lectures in the Masters program at Melbourne University, teaching the subject Capital Gains Tax: Problems in Practice.

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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