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Trusts Intensive: Advanced Tax Planning for Clients

Published on 14 Aug 2008 | Took place at The Chifley at Lennons, Brisbane , QLD

Aimed at trustees of a trust or advisors in this area, this event was suitable for lawyers, barristers, accountants and tax consultants.

This event covered recent legislative changes and judicial consideration given to trusts and their operation. Topics covered include:

  • negative gearing and hybrid trusts
  • absolute entitlement trusts
  • superannuation & trusts
  • Part IVA & trust structures
  • tips and traps with distributions (including Raftland v. FCT & FCT v. McCutcheon)
  • trusts and current issues including Div 152.

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

Individual sessions

Settling & re-settling

Author(s):  John MIDDLETON This paper covers: 

  • how is a trust created
  • resettlements
  • ATO Statement of Principles
  • issues with cloning.
Materials from this session:

Tips and traps of distributions

Author(s):  Peter BICKFORD   This paper covers:

  • drafting distribution minutes-discretionary trusts
  • Part IVA-Raftland; McCutcheon; Walters
  • disclaimer-Ramsden.
Materials from this session:

Superannuation funds as trusts

Author(s):  Neal DALLAS This paper covers: 

  • superannuation funds as trusts - some specific issues from a trust law perspective
  • SIS modifications to the general trust law provisions
  • superannuation fund interactions with other trusts.
Materials from this session:

Trusts & Div 152: Is your trust making a connection

Author(s):  Paul BANISTER

This paper covers:

  • when is you trust "grouped"?
  • when is it not?
  • applying the Small Business Entity rules in practice.
Materials from this session:

Hybrid trusts

Author(s):  Chris DAVIS,  Edward PEARSE This paper covers: 

  • outlining the different hybrid trust structures
  • considering tax deductibility issues for investors in hybrid discretionary trusts
  • asset protection and estate planning.
Materials from this session: