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Everyday trust practices under siege presentation

Published on 13 Sep 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation highlights the lessons learnt from recent cases on common trust dealings and practices including:

  • treatment of settled sums
  • unpaid distributions: present entitlements v. separate trust funds
  • beneficiary ‘loans’. Is it really a loan?
  • mistakes as to ownership of trust assets.

Author profile:

Jeffrey Chang CTA
Jeffrey is a Partner at Thomson Geer, where he advises on a wide range of taxation, structuring and superannuation issues with a focus on privately-held businesses and high wealth family groups. His is accredited by the Law Institute of Victoria as a taxation specialist. He has held a variety of committee roles with The Tax Institute and is presently a member of the Victorian State Council. Jeffrey is the author of numerous tax articles published in professional journals, and a regular presenter at The Tax Institute's seminars. Current at 06 June 2016 Click here to expand/collapse more articles by Jeffrey CHANG.
 

This was presented at Trust Practices Under Threat!.

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