#9 – Testamentary trusts: key revenue issues

15606992288_12d9ba32c4_zThis is a podcast of the webinar ‘Testamentary trusts: key revenue issues’ held on 29 October 2014.

The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

  1. Distributions from testamentary trusts, including:
    1. distributions to minor beneficiaries
    2. external accretions to testamentary trusts after death
    3. the treatment of capital gains
  2. Implications of holding a main residence in a testamentary trust
  3. The transfer of assets from:
    1. the will maker to the LPR
    2. the LPR to the testamentary trust
    3. the testamentary trust to a beneficiary during the term of the trust and on vesting.

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#8 – Restructuring businesses for asset protection and succession

This is a podcast of the live seminar – ‘Restructuring businesses for asset protection and succession’ – held on 8 October 2014.

The seminar was presented by Matthew Burgess, Patrick Ellwood and Tara Lucke, directors of View and widely recognised as three of Australia’s leading revenue focused lawyers in this area.

The seminar centred around the provided case study, and specifically focused on:

  • the asset protection, tax and commercial issues with the structure in the case study;
  • our restructure recommendations for achieving optimal asset protection and tax effectiveness, utilising:
    • specific capital gains tax roll-overs and Division 152 concessions
    • stamp duty corporate reconstruction relief
    • tax consolidated groups

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