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Some trust oddities paper


This paper gives an update on where we are in relation to some key issues affecting trusts including:

  • trends in the use of trusts as investment vehicles
    • testamentary trusts
    • split and mirror trusts
    • generational shifts
  • managing assets within a trust
  • CGT events for trusts
    • discretionary trusts
    • other trusts
  • other issues on termination or vesting
  • why is stamp duty so bothersome?

This paper was also presented on 8 July 2005 at the Queensland State Convention on the Gold Coast.

Author profile

Kenneth Schurgott CTA-Life
Ken Schurgott, CTA-Life is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken has been heavily involved in consultations with the ATO and Treasury on matters involving trusts including the inter-relation with Division 7A. He was National President of The Tax Institute in 2012. - Current at 28 September 2017
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This was presented at 20th National Convention: Tax Unmasked .

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