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Defending the trust ramparts paper

Published on 13 Oct 07 by VICTORIAN DIVISION, THE TAX INSTITUTE

Trusts are under pressure with increasing attempts to unlock the trust cupboard and grab trust assets. This paper looks at events causing this to happen including:

  • bankruptcy
  • divorce
  • death
  • incapacity
  • family fights.

Author profile

Graeme Halperin CTA
Graeme Halperin, CTA, of Halperin and Co, is a Barrister and Solicitor with over 30 years’ experience specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. He is a former Chairman of the Breakfast Club, State Convention and Education Committee of the Victorian branch of the Tax Institute, served two terms on the Victorian State Council, served on several Tax Institute technical committees and in 2013 received a Meritorious Service Award from the Tax Institute. He has written many articles on tax related topics and has been a regular Tax Institute presenter since the 1990s. He has contributed to Parliamentary Committees and media articles on a range of tax topics, made submissions to the ATO in relation to draft rulings and in 2018 was interviewed in a Four Corners expose on ATO practices. - Current at 16 December 2020
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This was presented at 46th Victorian State Convention: Feast of Delicacies .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Innovative capital raisings

Author(s):  Paul ABBEY

Materials from this session:



Corporate distributions and capital management issues

Author(s):  Tim NEILSON

Materials from this session:












The Commissioner's Role in Interpreting Tax Law and Emerging Issues for Advisers

Author(s):  Jennifer BATROUNEY

Materials from this session:



Defending the trust ramparts

Author(s):  Graeme HALPERIN

Materials from this session:

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