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Published on 26 Mar 14
by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
conflicting objectives in the succession of trusts
the trust due diligence
ownership, control and decision making
control through appointors
control through guardians
cecision making – the role of the trustee
trustee’s power of amendment
Adam is a Partner with Jackson McDonald. He heads up the Tax and Succession Practice at Jackson McDonald. Adam’s practice includes specialising in net tax and succession for high end private clients including their superannuation, business succession and sale , taxation of property transactions and charitable trusts. A regular presenter in WA, with a masters in taxation, over 10 years relevant experience , Adam is well placed to speak on this topic. Current at 21 June 2006
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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