Published on 23 Sep 2010
| Took place at Swissotel, Sydney
This event was intended for practitioners who regularly advise clients who operate
businesses or hold investments through trusts. The sessions were designed to complement a sound knowledge of the operation of trusts,
particularly discretionary trusts, by taking attendees through a series of practical case studies
on key issues.
heard the latest trusts news, case law rulings and ATO updates
learnt about current challenges for the modern discretionary trust
found out new strategies and opportunities
worked through case studies and practical examples
This event was also held in Brisbane on the 17th September, Perth on the 20th September, Adelaide on the 21st September and Melbourne on the 22nd September.
2010 trusts roadshow workbook
Author(s): Daniel SMEDLEY, Ron JORGENSEN This paper covers:
challenges facing SME clients in administering discretionary trusts
the trust income, taxable income and distributable income debate
conduit theory of capital distributions
addendum - practice statement Law Administration PSLA 2009/7
family trust elections
deductibility of interest incurred in acquiring an interest in a trust
CGT discount concessions
small business CGT concessions - underlying interests
practical trust management and structuring issues.