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Trusts and Income Tax Issues presentation

Member Price: Free
Non Member Price: $15.00

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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

Robert Jeremiah CTA
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
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

Business Structures for SMEs

Author(s):  Gil LEVY

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Asset Protection

Author(s):  Ken SCHURGOTT

Materials from this session:

Part IVA: an analysis

Author(s):  Des MALONEY

Materials from this session:

The Challenges of Tax Administration

Author(s):  Michael D'ASCENZO

Materials from this session:

Income Alienation

Author(s):  Phillip ROCHER

Materials from this session:

ATO Audits

Author(s):  Graeme ROBINSON

Materials from this session:

Corporate Governance and Directors' Duties

Author(s):  Allan J MYERS QC

Materials from this session:

Mergers and Acquisitions - Some Current Issues

Author(s):  Martin FRY

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:

Mergers and Acquisitions: Tax Due Diligence

Author(s):  Duncan R C BAXTER

Materials from this session:

Value Shifting

Author(s):  John CURRIE

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:

Superannuation and FSFR

Author(s):  Germana VENTURINI

Materials from this session:

Transfer Pricing - current issues under the ATO's microscope

Author(s):  Zara RITCHIE

Materials from this session:

Taxation of Expatriates

Author(s):  Scott HEEZEN

Materials from this session:

Income Tax Treatment of Property Development and Investment

Author(s):  John BRAZZALE

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

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Contentious Recent Developments

Author(s):  Keith JAMES

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