Published on 12 Sep 03
by VICTORIAN DIVISION, THE TAX INSTITUTE
Using a case study format, this presentation reviews some of the problems encountered by practitioners in giving advice on trusts, including:
- accessing losses
- family trust elections and trust losses and imputation credits
- risk of loss of imputation credits
- Division 7A and trusts
- distributions and streaming of income - proportionate view and capital gains.
This presentation was also given at the Trusts - RU ready for UB? seminar held in Adelaide on 8 December 2003.
Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on their Tax Law Specialisation Advisory Committee. He is on the Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981.
- Current at
21 February 2017