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Some trust oddities presentation

Published on 19 Mar 05 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

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

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
Click here to expand/collapse more articles by Ken SCHURGOTT.
 

This was presented at 20th National Convention: Tax Unmasked .

Get a 20% discount when you buy all the items from this event.

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