Thanks Adrian for an informative webinar. My mother recently passed and left her estate in a testamentary trust for both my brother and I. Her estate has an investment property which is receiving rent and will be sold in July 2025. Are we better to keep the property title under the Estate name and the Estate pay the CGT or should the title be transferred to the two trusts? If in a Trust, are we able to distribute income (including the CGT) to minors (beneficiaries) and still receive the tax threshold? Grateful for your advice.
A great listen, I enjoyed the review of the court cases and their impact on trust implementation.
Thanks Adrian for an informative webinar. My mother recently passed and left her estate in a testamentary trust for both my brother and I. Her estate has an investment property which is receiving rent and will be sold in July 2025. Are we better to keep the property title under the Estate name and the Estate pay the CGT or should the title be transferred to the two trusts? If in a Trust, are we able to distribute income (including the CGT) to minors (beneficiaries) and still receive the tax threshold? Grateful for your advice.
Yeah because it's all about protecting the family farm... Ruling from the grave.is nothing short of sick.