Presented by Allan Swan.
This online webinar examines tax, superannuation, asset protection & other estate planning considerations for 6 major types of Australian testamentary trusts & life interests, namely:
· Beneficiary controlled (discretionary) testamentary trusts;
· Education trusts;
· Capital reserved testamentary trusts;
· Fixed life interests & portable life interests (accommodation funds);
· Special disability trusts; &
· All needs protective trusts.
LEARNING OUTCOMES:
1. To identify circumstances for the use of particular testamentary trusts in a Will.
2. To identify funding limitations & opportunities for testamentary trusts.
3. To be aware of key tax issues and provisions in relation to testamentary trusts.
4. To be able to recall & apply the knowledge gained from the presentation.
Recorded on Wednesday, 5 April 2017.
2 CPD Hours