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Blue Series: Trusts

Published on 17 Mar 1998 | Took place at Leonda by the Yarra, Hawthorn , VIC

This seminar focuses on the important legislative developments in trust taxation from 1998. Topics covered include:
- Richardson's Case
- Trust loss rules
- The impact of the proposed franking rules and potential loss of franking credits; and
- structuring businesses through trusts

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

Individual sessions

Trusts - Capital Issues

Author(s):  Michael FLYNN Topics covered include:
- recent developments
- adding beneficiaries - is it a resettlement?
- Distributions of capital - discretionary, unit trusts, hybrid trusts
- alternative trust structures

Materials from this session:

Investing through trusts

Author(s):  Vessna ISKRA Topics covered include: problems with companies owned by trusts; superannuation fund investments in unit trusts; franking and discretionary trusts - dividend streaming and share holding period rules.

Materials from this session:

Trust Losses

Author(s):  John JEFFREYS Topics covered include:
- the legislation
- the impact
- structuring and restructuring

Materials from this session:

Recent developments

Author(s):  Jennifer BATROUNEY Topics covered include:
- Richardson's case: Quantum vs proportionate approach
- Present entitlement issues: interim distributions
- Part IVA

Materials from this session: