Tax-effective Estate Planning

Tax-effective Estate Planning
Tips and traps, and how to choose the right testamentary trust structure

Estate planning is more than just a Will and powers of attorney.  Careful planning from an asset protection, taxation and dispute prevention perspective is necessary from the outset.  In this webinar, you will learn the importance of estate planning, how to best deal with assets in different structures including family trusts, superannuation and private companies.  The webinar will also cover different types of testamentary trust structures under Will and tips on choosing the right testamentary trust..

Estate planning: an overview

  • Asset protection
  • Taxation
  • Minimising risk - family law, bankruptcy and vulnerability
  • Issue of non-dependent and non-resident children

Ownership structure

  • Personal ownership
  • Trust ownership
  • Superannuation fund ownership

Testamentary trusts

  • Different types of trusts
  • Advantages and disadvantages
  • Taxation of trust income

Tax-effective uses of testamentary trusts

  • Discretionary distributions: choosing the right beneficiaries to receive income and excepted trust income
  • CGT Division 128 deceased estate rollover
  • Main residence exemptions for the family home and maintaining asset protection

CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion

Presented by: Nathan Yii


Nathan Yii is an experienced structuring and estate planning lawyer and is recognised in Doyles’ Guide as a leading Wills, Estates & Succession Planning Lawyer in Victoria. He works with accountants, financial planners and other lawyers to achieve their clients’ structuring and estate planning objectives, factoring in taxation, asset protection, SMSF compliance and dispute prevention. He consults to family businesses and family offices of high net worth individuals around Australia and also acts for clients in trusts and estate dispute matters. Nathan is a regular presenter and shares his insights with financial and legal practitioners. He is Chartered Tax Advisor, an SMSF Specialist Advisor and a lecturer in the College of Law’s Master of Laws program and holds a Bachelor of Commerce (Accounting), a Bachelor of Laws (Hons) and a Master of Laws. 
26/02/2019 11:00 AM - 26/02/2019 12:30 PM
Online, Australia

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