#51 – Testamentary Trusts – the latest tips and traps

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In this podcast the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar you will learn about:

The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a range of planning opportunities for testamentary trusts including:

  • tax treatment of each asset class owned via a testamentary trust;
  • the latest updates on the attitude of the Australian Taxation Office towards testamentary trusts and various bespoke strategies;
  • testamentary trust cloning and splitting;
  • international tax planning and testamentary trusts; and
  • testamentary trusts and using South Australian laws to avoid the rule against perpetuities.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

  1. View apps
  2. Weekly View blog
  3. Published View books

Related articles

Podcast #1 – TESTAMENTARY TRUSTS – THE FUNDAMENTALS

Podcast #9 – TESTAMENTARY TRUSTS: KEY REVENUE ISSUES

Podcast #14 – TESTAMENTARY TRUSTS BESPOKE PLANNING OPPORTUNITIES

Listen to View’s previous episode here.

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