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Published on 05 May 1999 | Took place at Menzies Hotel, NSW

Trust deeds often need to be amended to address specific problems that arise. An amendment or variation to a trust deed may, in certain circumstances result in the creation of a new trust with tax and stamp duty implications. Following items were discussed: what is a resettlement; capital gains tax implications; effect on trust losses; implications for managed investment schemes; and stamp duty.

Individual sessions

Trust resettlements

Author(s):  Mark RICHMOND This powerpoint explains the meaning of settlement in relation to trusts by illustrating with relevant case law.

Materials from this session: