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Tricks with trust deeds paper


This paper covers:

  • when can I distribute trust income to another trust?
  • how do I get the distribution minute right?
  • what if the beneficiary doesn't want the income after all?
  • is the unit trust a 'fixed trust' for trust loss rules?
  • whatever happened to 'trust splitting'? Can I do it?
  • who is the trust's 'appointor'? Does it matter for small business CGT concessions?

Author profile

David Marks CTA
David W Marks QC is a commercial Silk practising principally in Tax. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute & other professional bodies. He is a Chartered Tax Advisor and a Registered Trust and Estates Practitioner. He received the Tax Institute’s Meritorious Service Award in 2013. - Current at 12 June 2017
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This was presented at 2005 North Queensland Convention: Performing in the Tax Circus .

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Individual sessions

Tricks with trust deeds

Author(s):  David W MARKS

Materials from this session:

Loans - don't fall off the high wire

Author(s):  Richard J FRIEND

Materials from this session:

The estate planning process

Author(s):  John DE GROOT

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