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The state of trust tax play paper

Published on 18 May 10 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • Bamford and trust distributions
  • children and franking credits
  • guidance from Bamford
  • streaming of income
  • concerns remaining
  • ATO actions before 30 June 2010
  • unpaid present entitlements and companies
  • timing - date of effect
  • accepting the ruling - going forward
  • UPEs of earlier years
  • section 109RB application
  • timing
  • the lifestyle asset amendments
  • interposed entity amendments
  • disclosure requirements
  • TFN withholding.

Author profile:

Author Photo - Kenneth Schurgott CTA-Life
Kenneth Schurgott CTA-Life
Ken is a Tax and Commercial Law Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally. Current at 28 July 2016 Click here to expand/collapse more articles by Ken SCHURGOTT.
 

This was presented at 3rd Annual Tax Forum.

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

Individual sessions


Budget review - Setting the scene for the future

Author(s):  Matt HAYES,  Tony MULVENEY

Materials from this session:

Structuring a professional practice

Author(s):  Greg HAYES

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Update on deductibility under section 8.1

Author(s):  Mark FRIEZER

Materials from this session:












Role of accounting standards in TOFA

Author(s):  Tracey RENS

Materials from this session:





Implementing TOFA in a large corporation

Author(s):  Mark BRADFORD,  Gavin MARJORAM

Materials from this session:





Tax administration without borders

Author(s):  Howard ADAMS,  Glenn WILLIAMS

Materials from this session:





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