View Legal webinar – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised (21 August 2025)

Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all estate planning strategies.

Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues in relation to the structure and taxation of testamentary trusts.

This session will use liberal story sharing to provide advisers with critical insights into issues such as:

1. tax treatment during each step of the life cycle of a testamentary trust;
2. discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies;
3. restructuring alternatives in relation to existing testamentary trusts;
4. intergenerational tax planning with testamentary trusts; and
5. ‘perpetual’ testamentary trusts.

Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

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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

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