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The state of trust taxplay presentation

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

This presentation covers:

  • trust distribution decisions guided by Bamford
  • practical aspects of TR2009/D8 about UPEs
  • practical aspects of the lifestyle asset amendments
  • residual issues.

Author profile:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He 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. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009
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.

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Implementing TOFA in a large corporation

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Author(s):  Howard ADAMS,  Glenn WILLIAMS

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