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Trusts and passing control – Trust succession strategies presentation
Published on 26 Mar 14 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers:
- conflicting objectives
- trust due diligence
- detting the priorities
- ownership
- decision making
- amending the deed
- complex strategies.
Author profile:
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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This was presented at 29th National Convention.
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Individual sessions
Ethical conflicts and the tax practitioner
Author(s): Gino DAL PONTMaterials from this session:
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Tax and financial reporting
Author(s): Jason de BoerMaterials from this session:
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Independent review and dispute resolution
Author(s): Deborah HASTINGSMaterials from this session:
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Alternative dispute resolution and the Australian Taxation Office
Author(s): Judy SULLIVANMaterials from this session:
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Restructuring – Avoiding harm’s way
Author(s): Andrew SINCLAIRMaterials from this session:
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Strategies in business succession planning
Author(s): Matthew BURGESS, Patrick EllwoodMaterials from this session:
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Structuring for the small business concessions: Getting it right from the start
Author(s): Richard J FRIENDMaterials from this session:
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E-commerce, cloud and cross-border transactions
Author(s): Spyros KOTSOPOULOS, Manisha SinghMaterials from this session:
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Will your current approach to transfer pricing compliance meet the new legislative requirements?
Author(s): Paul BALKUSMaterials from this session:
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Recent cases
Author(s): Melanie BAKERMaterials from this session:
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Do you (not just your clients) need to appoint a guardian as well as an attorney?
Author(s): Kate HanslowMaterials from this session:
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Establishing residence in the global village
Author(s): Mary Italiano, Katya KROTOVA, Tony UNDERHILLMaterials from this session:
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Division 7A structuring - The contortionist
Author(s): Ron JORGENSENMaterials from this session:
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Trusts – The state of play
Author(s): Alexis KOKKINOSMaterials from this session:
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The penalty provisions and their administration: Living meaning or dead letter?
Author(s): Paul SOKOLOWSKIMaterials from this session:
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Contractor/employee – Do we still care?
Author(s): Rebecca Johnson, Brent MURPHYMaterials from this session:
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CGT discount and non-residents
Author(s): Gordon S COOPERMaterials from this session:
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Utilising flexible share rights
Author(s): John IoannouMaterials from this session:
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Director penalty notices - Extended liabilities for directors
Author(s): Barry HamiltonMaterials from this session:
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Reducing de facto death duties on the payment of superannuation death benefits to adult children
Author(s): Suzanne MACKENZIEMaterials from this session:
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Part IVA - How’s your postulate?
Author(s): David W MARKSMaterials from this session:
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Borrowing arrangements and SMSFs
Author(s): Paul BANISTER, Amy TickleMaterials from this session:
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Tax risks in acquiring an entity from a tax consolidated group
Author(s): Ian KELLOCKMaterials from this session:
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Trusts and passing control – Trusts succession strategies
Author(s): Adam LEVINMaterials from this session:
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GST and property transactions
Author(s): Bastian Gasser, Shoba KanniappanMaterials from this session:
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Current issues with debt funding
Author(s): David ANDERSON, Tim SHERMANMaterials from this session:
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Tax deductibility of interest
Author(s): Simon STEWARDMaterials from this session:
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Commissioner's address
Author(s): Chris JORDANMaterials from this session:
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