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Trusts and succession planning presentation


As clients continue to adopt more sophisticated structures for business and investment, greater planning is required in order to ensure that a client’s estate and succession planning objectives are met. This presentation considers some of the opportunities and traps that arise with trust structures in a succession planning context including:

  • are people whom we think are beneficiaries really beneficiaries?
  • the role of the appointor/guardian/supervisor in passing control to the next generation
  • testamentary trusts - some key issues
  • ownership of main residence and tax implications of occupation rights
  • trust cloning or splitting - what are they and what are the traps?

Author profile:

Daniel Smedley CTA
Daniel is a Principal of Sladen Legal. He is a Law Institute of Victoria Accredited Specialist in Tax Law and holds a Master of Taxation. Daniel is the principal author of Trusts Structures Guide published by The Tax Institute and a regular presenter at industry conferences and workshops. Daniel primarily advises businesses and high net worth individuals in relation to business and investment structuring, trusts, succession planning and taxation law. Current at 04 March 2016 Click here to expand/collapse more articles by Daniel SMEDLEY.

This was presented at Tasmanian State Convention.

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

Individual sessions

Current issues for primary producers

Author(s):  Harry M RIGNEY

Materials from this session:

Property investment - income tax and GST issues

Author(s):  Michael HINE

Materials from this session:

Latest remuneration strategies

Author(s):  Matthew HONAN

Materials from this session:

Making the most of superannuation

Author(s):  Robert WATSON

Materials from this session:

Effective strategies for using superannuation in succession planning

Author(s):  Julian BATTISTELLA

Materials from this session:

The erosion of asset protection - is the party over?

Author(s):  Paul COOK

Materials from this session:

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