Restructuring trusts presentation

Member Price: Free

Non Member Price: $15.00

Publication date: 28 Oct 04

Source: QUEENSLAND DIVISION, THE TAX INSTITUTE

Abstract:
This presentation 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 asset s as two separate funds
- splitting the trust and appointing a new trustee
- resettlements
- CGT/stamp duty.

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 Pty Ltd. Ken has extensive experience in all aspects of tax (including state taxes), as well as business structuring, asset protection, succession planning and trust and estate law. He is a member of the Advisory Panel to the Board of Taxation and is presently heavily engaged in consultation in relation to the reform of the taxation of trusts. Ken is the immediate Past President of The Tax Institute.
Current at 18 February 2013
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This was presented at A Matter of Trusts.

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Distributions from trusts
Author(s):  Brian J RICHARDS

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Are trusts still effective for your client?
Author(s):  Harry M RIGNEY


Divisive issues and winding up
Author(s):  Peter GODBER


Restructuring trusts
Author(s):  Ken SCHURGOTT

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Division 7A and trusts
Author(s):  Matthew BURGESS,  Mark WEST

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