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2012 Trusts Roadshow

Published on 16 Aug 2012 | Took place at Various , National

    The 2012 Trusts Roadshow took a practical look at the key issues facing practitioners dealing with closely held trusts, in particular discretionary trusts, to help them take full advantage of the planning opportunities available. It reviewed key developments including streaming of capital gains and franked dividends and practical ways of dealing with unpaid present entitlements to ensure practitioners are up to date.
    Topics coverd include:
  • practical & interactive
  • case studies & worked examples
  • update of key concepts & recent developments
  • valuable tips & advice to manage risks
  • practical workbook for future reference.

Individual sessions

2012 Trusts roadshow workshop

Author(s):  Ron JORGENSEN,  Daniel SMEDLEY,  Jeremy Weeks

The 2012 Trusts Roadshow workshop takes a practical look at the key issues facing practitioners dealing with closely held trusts, in particular discretionary trusts. It reviews key developments including streaming of capital gains and franked dividends and practical ways of dealing with unpaid present entitlements.

This paper covers:

  • practical & interactive
  • case studies & worked examples
  • update of key concepts & recent developments
  • valuable tips & advice to manage risks
  • practical workbook for future reference.
Materials from this session: