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Trust Vesting & Distributions

Published on 07 Jun 2007 | Took place at The Grace Hotel, Sydney, and The Crowne Plaza, Parramatta , NSW

This seminar series was held in:
- Sydney on 5 June 2007
- Parramatta on 7 June 2007.

Tax effective vesting of trusts demands a particular attention to the interplay of trust law, income tax and stamp duty. This session covered these issues in the context of private trusts, whether holding passive assets or conducting a business.

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

Individual sessions

June 2007 tax update

Author(s):  John ROSSKELLY This presentation provides an update on tax developments in June 2007.

Materials from this session:

Trust vesting and distributions

Author(s):  Ken SCHURGOTT

Tax effective vesting of trusts demands a particular attention to the interplay of trust law, income tax and stamp duty. This presentation covers these issues in the context of private trusts, whether holding passive assets or conducting a business. Topics covered include:

  • discretionary trusts
  • unit trusts
  • the CGT E events
  • in specie distributions.
Materials from this session: