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Recorded Webinars
Recorded Webinar: Tax Planning Strategies Using Testamentary Trusts
Tax strategies involving testamentary trusts need careful planning. This session looks at some key planning issues in using this type of trust, including: Application of s99 - Marginal tax rates for the testamentary trust
PRESENTED BY
Tara Lucke
Nexus Law Group
Date/Time
About the Webinar
Tax strategies involving testamentary trusts need careful planning. This session looks at some key planning issues in using this type of trust, including:
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Application of s99 - Marginal tax rates for the testamentary trust
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CGT discount on asset disposal
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Personal income benefits under a testamentary trust
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Double taxation and Division 6
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Income splitting and receiving benefit of tax free threshold
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Accumulations in testamentary trusts
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Developing tax strategies using testamentary trusts
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Planning process – assessing tax benefits and creditor protection
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Case studies
Presented By
Tara Lucke
Nexus Law GroupWho 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]