Tax Q&A: Ultimate beneficiary statements: lifting the lid on secret distributions

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Published on 01 Oct 99 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Under the new disclosure requirements for 1999 trust returns, trustees must reveal details of ultimate beneficiaries as explained in the question and answer format of this article.

Author profiles

Andrew O'Bryan CTA

Andrew O’Bryan, CTA, is a senior Tax Partner at Hall & Wilcox Lawyers. He has more than 35 years’ experience giving expert tax advice to private business and wealthy family groups. He has particular expertise in the tax aspects of succession planning and in managing complex disputes with the ATO. - Current at 24 September 2018

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