Skip to main content
shopping_cart

Your shopping cart is empty

Back to Fundamentals Series 2

Published on 12 Oct 2001 | Took place at City West Function Centre, Perth , WA

The seminar discusses fixed and non-fixed trusts with a focus on: the formation of the trust, operating the trust, asset sales and winding up the trust.

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

Individual sessions

Fixed and non-fixed trusts

Author(s):  Len HERTZMAN This seminar paper discusses formation of the trust, with a focus on: legal requirements, choice of trustee, funding, stamp duty and other costs.

Materials from this session:

Operating the trust

Author(s):  Graeme JOLLEY This seminar paper discusses operating the trust, with a focus on: income, distributions and loans, trust losses, state tax issues including pay-roll tax, GST, trust deed variations.

Materials from this session:

Asset sales and winding up the trust

Author(s):  Peter KATZ This seminar paper discusses asset sales and winding up trusts, with a focus on: legal and tax consquences of bringing forward the vesting date of a trust, access to the CGT discount and small business reliefs, effect of CGT event E4 in eroding CGT concessions.

Materials from this session:

Fixed and non fixed trusts: 'bringing it all together'

Author(s):  Ron DOIG A workshop presentation reviewing: formation of the trust, operating the trust, asset sales and winding up the trust.

Materials from this session: