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Trust Resettlements - Income Tax and Stamp Duty

Published on 30 Jul 2013 | Took place at Deloitte, Brisbane, QLD

    The ATO has made its position clear following the Federal Court decision in Clark. However there is still the question of the practical problems we will face in dealing with trusts in such a way that resettlement is a risk – for example:
  • can you safely fix discretionary entitlements?
  • what if you want to change vesting terms?
  • how important is the appointor?
  • do we safely know the OSR position?
    This seminar covered:
  • Clark revisited – what did it mean?
  • the ATO view
  • what are the Queensland stamp duty concerns?
  • how does the OSR approach it?

Get a 20% discount when you buy all the items from this event.

Individual sessions

Trust dealings - Queensland duty issues

Author(s):  Duncan Bedford

This presentation covers Queensland stamp duty concerns including:

  • Qld Duties Act
  • conceptual basis for duty
  • trust creation/termination
  • trust acquisition/surrender
  • exemptions.
Materials from this session:

Trust resettlements - Transfer duty

Author(s):  Ben TYLER-WHITEMAN

This presentation covers the Office of State Revenue's view on trust resettlements.

Materials from this session: