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Restructuring trusts presentation

Published on 28 Oct 04 by QUEENSLAND DIVISION, THE TAX INSTITUTE

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 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 A Matter of Trusts.

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