Published on 28 Aug 14
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- conflicting objectives in the succession of trusts
- the trust due diligence
- ownership, control and decision making
- complex strategies.
Adam Levin CTA
Adam is a Partner in the Corporate and Commercial team at Jackson McDonald. Adam has over 20 years experience in commercial and taxation law, including state and federal taxation, commercial transactions, trusts, charities and not-for-profits. Jackson McDonald, led by Adam, has been a leader in the WA market for many years in the native title space. The firm has been invited to work closely on the majority of the state’s major native title settlement packages. Adam is well regarded nationally for his expertise and forward-thinking on tax-effective trust structures for managing native title benefits. He has remained a key participant in the national “debate” on the appropriate tax framework for native title benefits. His contributions are noted in the Mineral Council of Australia’s submission to the Federal Government Working Group on Taxation of Native Title which is based on his 2007 publication entitled “Improvements to the Tax and Legal Environment for Aboriginal Community Organisations and Trusts”. Adam has been at the forefront of this changing landscape for the past decade and is committed to the growth of the Indigenous sector. Current at 07 October 2014
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Jemal Zagami CTA
Jemal is a Partner with Jackson McDonald. He has almost 18 years experience in all areas of state and federal taxation law, including capital gains tax, goods and services tax, general income tax, superannuation and other state indirect tax issues (including transfer duty, stamp duty, land tax and payroll tax). Jemal advises on the legal and taxation aspects arising from business restructuring and general business structure planning. Jemal also practises as a corporate transactions and general commercial lawyer, and has represented clients involved in a number of recent high-profile M&A transactions involving Western Australian private businesses. He also assists clients in raising capital to facilitate business investment. Jemal also has particular expertise in the personal and business succession planning areas, working closely with accountants, major banks, financial advisers and high net worth individuals involved in matters within this space. Current at 04 July 2014
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