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Published on 02 Apr 04
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
Advisers need to carefully monitor a range of issues when using trusts as a planning tool. This presentation explores:
- circumstances in which a trusts vests
- fixed / discretionary trusts
- foreign trusts and S99B
- income tax, GST and stamp duty implications.
Tony is the partner in charge of commercial law at Pointon Partners. Tony is a sought after adviser and commentator on complex taxation matters. Tony's areas of practice include commercial structuring, capital raisings, mergers and acquisitions, taxation and other revenue matters, franchising and
other commercial matters including large scale property development. Current at 2 April 2004
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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