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.

 

Please click here to send an email question to us, or simply ask us on the day.

Session details

Date

21 August 2025

Time

10.00am – 11.00am AWST (WA)
11.30am – 12.30pm ACST (SA, NT)
12.00pm – 1.00pm AEST (QLD, ACT, NSW, TAS, VIC)

If you can’t make it, purchase at least the ‘Our most popular’ package to secure a recording.

Webinar packages

NOTE: Pricing for registration packages applies on an office by office basis – i.e. up to 10 registrants at a single office location, with only one charge applicable. If you would like to register more than 10 team members please email [email protected] for pricing.

Package features	The Works	Business Class	Our most popular	Just the basics
Registration for the webinar	●	●	●	●
Copy of the slides from the presentation	●	●	●	●
Latest ebook ‘Inside Stories’, featuring over 40 topical insights into strategic tax planning, asset protection, estate planning and succession arrangements from the previous 12 months	●	●	●	●
Secure weblink of the audio and visual recording of the webinar	●	●	●
A copy of a detailed paper addressing all substantive issues discussed during the webinar (over 5,000 words of technical content)	●	●	●
Answers to 3 additional questions triggered by content delivered in webinar raised within 5 days of the webinar	●	●	●
Priority given to answering all questions posed (‘The Works’ followed by ‘Business class’ registrants) during the webinar	●	●
Access to any 2 previous View webinar recordings	●	●
Edited transcript of the webinar	●	●
Paperback copies of any four books	●
An additional 90-minute interactive online presentation further exploring via case study example the topics addressed in the webinar, exclusively for your firm, at any time in next 6 months	●
‘Just the basics’ package registration to all webinars presented by View Legal for next 9 months	●
Price (GST inclusive)	$2,995	$1,320	$495	$275

A link with details for accessing the webinar will be sent to the email address used on checkout.

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

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