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Understanding your trust deed presentation

Published on 06 Apr 06 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This presentation is a practical guide for working with trust deeds, focussing on what words in the trust deed mean, some useful tips, issues to consider and traps to avoid. Including:

  • difficulties with working out who are the beneficiaries
  • trust to trust distributions
  • problems with distribution powers and beneficiary entitlements
  • problems with appointors and guardians
  • trust deed variations: how? what can they cure? what are the side effects?

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 21st National Convention: Beyond the Sea .

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

Individual sessions

Section 8-1: Making certain that you receive what you are entitled to

Author(s):  Allan W BLAIKIE

Materials from this session:






Non-resident beneficiaries - income tax

Author(s):  Terry MURPHY

Materials from this session:










The major continuing compliance issues for ATO on Consolidations

Author(s):  Peter COAKLEY

Materials from this session:





The current imputation system - Traps and opportunities

Author(s):  Jane MADDEN

Materials from this session:





CGT - old chestnuts and emerging issues

Author(s):  Gordon S COOPER

Materials from this session:

Further details about this event:

 

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