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Recorded Webinars

Recorded Webinar: Discretionary Trusts: Divvying up the Spoils for the Next Generation

Part of the estate plan may include reviewing non-estate assets such as discretionary trusts, and to put thought into how the control and benefits of those assets can be passed on to the next generation. This session delves into the issues to ensure the tax aspects of that plannin
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

Part of the estate plan may include reviewing non-estate assets such as discretionary trusts, and to put thought into how the control and benefits of those assets can be passed on to the next generation. This session delves into the issues to ensure the tax aspects of that planning are considered, including:

  • In what family situations may trust splitting be considered?
  • What are the CGT consequences of a trust split?
  • When can a trust split result in a resettlement?
  • Can a trust vest before the deed’s vesting date?
  • What are the CGT consequences of vesting a trust? (ie. when can CGT events E1, E5 and E7 apply?)
  • Are there other tools available in the estate planning toolbox to divvy up trusts and if so, what are the tax implications of using? ie.:
    • trust cloning
    • umbrella trusts
    • CGT small business concessions or other CGT rollovers or restructures?
  • Practical examples

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.

CPD Information

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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