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 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 on-going consultation in relation to the reform of the taxation of trusts and trust issues generally. He is a former President of The Tax Institute, Chairman of the International Relationships Committee of the Institute, a member of OATCA technical committee and Chairman of the policy committee of STEP Australia.
Current at 04 May 2015
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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
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Restructuring trusts
Author(s):  Ken SCHURGOTT

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Division 7A and trusts
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