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Some trust oddities presentation


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

Kenneth Schurgott CTA-Life
Ken 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 chaired the Noosa Tax Intensive from 2005 to 2007 and was on the Organising Committee for a longer period. He was National President of the Institute in 2012. - Current at 04 January 2018
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This was presented at 20th National Convention: Tax Unmasked .

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