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2013 Trusts roadshow: Managing trusts - A practical overview

Published on 29 Oct 2013 | Took place at Kooyong Lawn Tennis Club, Kooyong, National

This event covered a lifecycle of a trust, explored the latest issues brought to life through case studies and workshopped in practical sessions. Participants built a strong knowledge base around closely held trusts (with a focus on discretionary trusts) and learnt how to mitigate risk and identify key issues – the problem with ‘one size fits all’ solutions.

Individual sessions

Trusts roadshow

Author(s):  Ron JORGENSEN,  Daniel SMEDLEY

This paper covers:

  • introduction
  • practical trust establishment issues
  • trust distributions & resolutions
  • distributable income
  • streaming of income & capital
  • distribution resolution
  • reassessment of assessable income
  • Division 7A sub-trust.


Materials from this session: