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Trusts: who do you trust when you are blindfolded paper?

Published on 14 Aug 09

The Commissioner continues to test fundamental trust issues in the courts. In these uncertain financial times the treatment of trust distributions remains unclear. Where are we now? This paper examines recent developments including:

  • case law - the test cases
  • the Commissioner's view
  • the legislative changes continue
  • post Henry Review?

Author profile:

Author Photo - Syd Jenkins CTA
Syd Jenkins CTA
Syd is a Taxation Consultant with Moore Stephens Perth. He joined the firm in 1987 after fifteen years with the Australian Taxation Office. Since joining Moore Stephens, Syd has overseen the taxation advice provided by the Firm, and managed the taxation compliance function. He advises on both Federal and State revenue matters. The advice has extended from international structuring to personal wealth creation techniques. Syd consults to both the clients of Moore Stephens and is often asked to provide advice to other accounting and legal firms. In addition to consulting Syd provides advice as an expert witness in tax related litigation. Syd has lectured at various Universities in undergraduate and postgraduate taxation law, and tutored at Curtin University in postgraduate taxation law. Current at 09 September 2015 Click here to expand/collapse more articles by Syd JENKINS.

This was presented at 2009 WA State Convention: The Road to Success.

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