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
Gordon Cooper is a chartered accountant in sole practice as a tax consultant. He is an Adjunct Professor in the School of Taxation and Business Law (Incorporating Atax) at the University of New South Wales. He is a frequent speaker at seminars having delivered nearly 500 papers and he is a regular contributor to professional publications. Gordon has a long list of professional involvements including: " He was an inaugural member of the Tax Practitioners Board. " He is a former President of the Taxation Institute of Australia. " He is Chairman of the Committee of the Australian Branch of the International Fiscal Association. " He is the Patron of the Australasian Tax Teachers' Association. In June 2003 he was awarded the AM in the Queen's Birthday Honours for. "Services to the tax profession and to the community as an adviser on national taxation and legislative reform, and through education and professional organisations".
Current at 29 January 2016
Click here to expand/collapse more articles by Ken SCHURGOTT.
 

 

This was presented at A Matter of Trusts.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Distributions from trusts

Author(s):  Brian J RICHARDS

Materials from this session:


Are trusts still effective for your client?

Author(s):  Harry M RIGNEY

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Divisive issues and winding up

Author(s):  Peter GODBER

Materials from this session:


Restructuring trusts

Author(s):  Ken SCHURGOTT

Materials from this session:


Division 7A and trusts

Author(s):  Matthew BURGESS,  Mark WEST

Materials from this session:


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