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Trust vestings and distributions paper

Published on 24 Jun 05 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Tax effective vesting of trusts demands particular attention to the interplay of trust law, income tax and stamp duty. This paper covers these issues in the context of private trusts, whether holding passive assets or conducting a business. Matters covered include:

  • discretionary trusts
  • unit trusts
  • the CGT E events
  • in specie distributions
  • splitting and cloning.

Author profile:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009
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