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Service Trusts - Where are we and where are we going?

Published on 11 Sep 2003 | Took place at Sydney and Parramatta, NSW

This seminar series was presented at:
- All Seasons Premier Menzies, Sydney on 2 September 2003
- Crowne Plaza, Parramatta on 11 September 2003

Recently the Australian Taxation Office has stepped up its interest in service trust arrangements by circularising professional practices through out Australia. However, regardless of whether you or your clients have received the ATO request for information this presentation should not be missed.

Individual sessions

Service Trusts - Where are we and where are we going?

Author(s):  Kelvin FITZALAN This presentation provides and update on the following issues concerning service trusts:
- overview of Phillip's case
- how should you be administering your trust? Is the charge appropriate and for what? What paper work is required? What are your motives? Can you debt factor?
- what does the ATO want to know about your trust?
- where to from here?

Materials from this session: