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Getting the Most Out of Your Trust

Published on 01 Sep 2003 | Took place at Australia wide , SA

This seminar series is being presented at:
- Stamford Grand Adelaide, Glenelg on 2 Jul 2003
- Menzies Hotel, Sydney on 23 Jul 2003
- City West Function Centre, Perth on 25 Jul 2003
- Leonda by the Yarra, Hawthorn on 29 Jul 2003
- Christie Corporate, Brisbane on 5 Aug 2003
- Radisson Plaza Hotel, Cairns on 29 Aug 2003
- Jupiters Townsville Hotel on 1 Sep 2003
- Crowne Plaza Darwin on 26 Sep 2003

These materials will be of interest if you:

- would like to reduce the risk of adverse tax outcomes

- would like to better understand trusts by participating in case studies and get step by step explanations

- would like to understand the subtleties of effective appointment of trust entitlements

- would like to gain advice on the consequences of the interplay of trust law and the Tax Act.

Individual sessions

Getting the Most out of your Trust

Author(s):  Ken SCHURGOTT This seminar paper covers the following issues regarding distributions from trusts:
- how to get them right and avoid getting them wrong
- importance of understanding the trust deed
- wording of resolutions
- streaming to beneficiaries
- distributing CGT concessions
- distributing to companies
- distributions to non-residents
- amending assessments - the tricks and traps.

This seminar paper was also presented by Arlene Macdonald at the Trusts - Distributions and Losses seminar held in Darwin on 26 September 2003.

Materials from this session: