AET administers over 1,000 deceased estates and testamentary trusts each year
and have developed unrivalled expertise on the associated income tax and CGT rules. 
Our taxation professionals are able to advise you on the tax implications for your clients from a particular estate and can be appointed as tax agent if you prefer. 
We are happy to attend meetings with you and your clients if necessary, and can
work with their other professional advisers.

Our Tax Counsel provides ongoing technical support to the AET national network of estate planning specialists, and regularly advises on the taxation implications of complex Wills and sophisticated wealth transfer structures. AET can make you and your clients aware of the different testamentary trusts available under a tax-effective Will and the potential taxation benefits each one creates for their circumstances. 

The testamentary discretionary trust (TDT) is a powerful and highly tax-effective structure widely used in estate planning.  However, the beneficiaries may not have been involved in the estate planning discussions and may not appreciate the associated benefits. With guidance from AET, you can ensure the taxation benefits identified during estate planning are not foregone or underutilised.

In addition to TDTs, AET can advise on complex taxation issues in estate administration such as:

• the Capital Gains Tax implications of an inheritance
• reducing tax payable on benefits paid out of superannuation
• allocating income to minor children for tax purposes
• special rules for beneficiaries who are non-resident or tax-exempt
• estates with interests in businesses or business assets

AET can also provide professional development courses on request and develop a training program that suits the needs of your firm. We have the resources and expertise to provide a comprehensive service that gives you access to the highest standard of taxation advice.

Find out more
If you would like to arrange an obligation-free meeting with your AET Estate Planner, please telephone us on 1800 882 218. Or click here to access the online enquiry form.