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Taxation of trusts tug-of-war presentation


1 July 2013 is the proposed commencement date for changes to flow from Treasury’s review of Div 6 of ITAA36. There is no clear “front runner”. A further Treasury policy paper is expected shortly providing greater details as to the “proportionate within class” and “trustee assessment and deduction” models, referred to in the November 2011 Treasury consultation paper.

This presentation provides an update on the progress of the review and commentary on the latest Government and Treasury announcements, and also practical guidance as to the likely legislative changes:

  • What the taxation of trusts landscape may look like in the not too distant future
  • Amendments that might be required to your client’s trust deeds
  • Trustee distribution.

Author profile:

Jonathan ILBERY
Jonathan is a former National President of the Taxation Institute of Australia and has extensive knowledge of State and Federal taxation legislation. Jonathan was appointed by the WA Treasurer, the Hon Eric Ripper, to chair the Reference Committee of the recently concluded State Tax Review, intended to build upon tax reforms arising out of the 2001-2003 Business Tax Review.
Current at 21 September 2007 Current at 29 August 2007 Click here to expand/collapse more articles by Jonathan ILBERY.


This was presented at 45th Western Australia State Convention .

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

Individual sessions

Part IVA: Where to from here?

Author(s):  Tom Thawley

Materials from this session:

The ship of Theseus and other trust perplexities

Author(s):  Fiona DILLON

Materials from this session:

Philanthropy: Tax planning and sustainable giving

Author(s):  Peter DOWLING

Materials from this session:

Further details about this event:


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