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.
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