New rules for excepted trust income treatment for testamentary trusts

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  • เผยแพร่เมื่อ 20 เม.ย. 2023
  • In this video, Tara Lucke and Pat Ellwood discuss the new integrity rules which now apply to the excepted trust income treatment on income earned by testamentary trusts. If you have no idea what half those words mean -- we'’re talking about the new limits on accessing the $20K tax free income for testamentary trusts! If you work with estate planning and/or testamentary trusts and you'’re not up to speed with these changes -- then NOW is the time to brush up. Put bluntly -- you can'’t afford to not be across this.
    If you’re a lawyer, financial adviser or accountant, this video is for you.
    Find out how you can work with me at www.taralucke.com.au

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