The state of trust taxplay presentation

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Non Member Price: $15.00

Publication date: 18 May 10

Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
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:

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 3rd Annual Tax Forum.

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