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Trusts and Income Tax Issues presentation

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.

Author profile:

Rob JEREMIAH
Rob is a Director and Shareholder of Harwood Andrews Lawyers and is an accredited specialist with the Law Institute of Victoria in Income Tax Law and Business Law. Rob has been recognised as one of Australia's leading taxation lawyers by ALB's Legal Who's Who Australia 2003. Rob practises principally in the areas of taxation and revenue law, superannuation, business and investment structuring, advice on various types of trusts, asset protection and succession planning and business and commercial advice. Rob has presented on numerous occasions at State and National seminars and conferences on taxation and trust law issues for both the Taxation Institute of Australia and other industry groups and bodies.
Current at December 2008
Click here to expand/collapse more articles by Rob JEREMIAH.
 

This was presented at 42ND VICTORIAN STATE CONVENTION - CELEBRATING SUCCESS .

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

Individual sessions


Part IVA: an analysis

Author(s):  Des MALONEY

Materials from this session:




Corporate Governance and Directors' Duties

Author(s):  Allan J MYERS QC

Materials from this session:


Shareholder loans under s108 and Division 7A

Author(s):  Chris WALLIS

Materials from this session:

Simplified Imputation System

Author(s):  Stephen CARPENTER

Materials from this session:



Trusts and Income Tax Issues

Author(s):  Rob JEREMIAH

Materials from this session:

Mergers and Acquisitions III

Author(s):  Tim NEILSON

Materials from this session:



Taxation of Expatriates

Author(s):  Scott HEEZEN

Materials from this session:


Review of International Tax

Author(s):  David SCOTT

Materials from this session:

Part IVA - Twenty Two Years On - In a state of maturity?

Author(s):  Fiona J ALPINS,  John W DE WIJN

Materials from this session:

Contentious Recent Developments

Author(s):  Keith JAMES

Materials from this session:

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