August 22, 2025

#102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised

30 minutes

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:

tax treatment during each step of the life cycle of a testamentary trust;

discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies;

restructuring alternatives in relation to existing testamentary trusts;

intergenerational tax planning with testamentary trusts; and

‘perpetual’ testamentary trusts.

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 customers in holistic Estate Planning 

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

#102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised

30 minutes

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:

tax treatment during each step of the life cycle of a testamentary trust;

discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies;

restructuring alternatives in relation to existing testamentary trusts;

intergenerational tax planning with testamentary trusts; and

‘perpetual’ testamentary trusts.

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 customers in holistic Estate Planning 

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

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#102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised

#102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised