Many property owners in Victoria are reconsidering whether discretionary trusts still make sense - especially with rising land tax rates.

In this episode, Andrew Henshaw speaks with tax lawyer Tom Warrington about the legal and tax implications when you transfer property from family trust to a beneficiary. They explore the transfer of trust property, the eligibility rules for a transfer of property stamp duty exemption in Victoria, and the traps that can invalidate the exemption like trust loan forgiveness and CGT exposure.

Packed with planning insights and practical examples, this episode is essential listening for advisers and owners navigating trust restructures.

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