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  Trusts 2020

Testamentary trusts

Source: National

Published Date: 9 Nov 2020

 

This presentation covers:

  • reasons for using testamentary trusts " asset protection and taxation benefits
  • testamentary Trust integrity and anti-avoidance
  • changes to Division 6AA of the ITAA 1936 and its impact on the administration of testamentary trusts
  • dealing with main residences in Testamentary Trusts including the right to occupy and the acquisition of a new residence
  • how to ensure superannuation death benefits obtain concessional tax treatment
  • alternatives to testamentary trusts.

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Author(s)

Individual Session

Testamentary trusts

Author(s): Daniel Smedley
Materials from this session:

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Details

  • Published By: Daniel Smedley
  • Published On:9 Nov 2020
  • Took place at:Online

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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