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
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
Recorded on Tuesday, 26 February 2019

1.5 CPD hours

Presented by: Nathan Yii
Tax-effective Estate Planning

Regular price: 99.00

 View Cart

Become a
member today.

Need more information? Click here to view membership benefits or get in touch to discuss how being a member can help you in your role.

Join us