Restrucuring trusts seminar paper

Member Price: $57.00

Non Member Price: $75.00

Publication date: 31 Aug 04

Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This seminar paper covers the following topics:
- vesting the entire trust
- partially vesting a trust
- transferring an asset to a new trust on identical terms
- holding the trust assets as two separate funds
- splitting the trust and appointing a new trustee
- resettlements
- CGT/stamp duty.

This paper was also presented by the author at the A Matter of Trusts seminar held in Brisbane on 28 October 2004.

Author profile:

Author Photo - Kenneth Schurgott CTA-Life
Kenneth Schurgott CTA-Life
Ken is a Tax and Commercial Law partner in the Sydney office of Schurgott Noolan Ardagna Lawyers. He has extensive experience in all aspects of tax (including state taxes and litigation) as well as business structuring, asset protection, succession planning and trust and estate law. Until recently he has been a long running member of the Advisory Panel to the Board of Taxation and has been heavily engaged with Treasury and the ATO in consultation on the reform of the taxation of trusts. Ken is a past President of the Tax Institute (2012).
Current at 23 April 2014
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This was presented at A Matter of Trusts.

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