Trusts: Can you Still Trust the Terms of your Trust?
Published on 11 May 2009
| Took place at Brisbane Marriott Hotel
Trusts have long been the preferred investment structure given the many benefits they provide
to family groups. In fact, based on the Board of Taxation review in 2002 there are
approximately 470,000 trust tax returns being lodged annually. Trusts have weathered many
storms over the years including the 'entity taxation' debate and the continuing impression that
the ATO and Treasury have ongoing concerns regarding their widespread use.
It is expected that most practitioners have become comfortable with using trusts and advising
clients on the benefits of involving trusts in their family group structures.
However, the current state of play in light of a number of recent court decisions, ATO
pronouncements and proposed legislative changes is that there exists significant uncertainty
as to the operation and use of trusts.
Aimed at all practitioners who advise clients in relation to structuring their affairs
using trusts as well as the ongoing use of trusts and the associated tax compliance issues, this event focused on the latest issues affecting trusts, their terms and their operation
in a taxation context. The event also explored the taxation consequences of amendments to a trust’s
Get a 20% discount when you buy all the items from this event.