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Trusts Masterclass

Published on 27 May 2014 | Took place at RACV Club, Melbourne, VIC

The taxation of trusts is an area of the law that is both complex and ever changing. The interplay of legislative intervention, judicial interpretation and a more aggressive administration by the Commissioner of Taxation heralds an era where the law in relation to trusts is both constantly evolving and in a state of flux. Practitioners are faced daily with dealing with issues that are both uncertain and potentially subject to dispute. This event:

  • identified key matters that may be relevant to practitioners with the lead up to 30 June
  • outlined practical trust management issues to deal with existing areas of legislative and practical uncertainty
  • presented a vision of the current and proposed framework of the law
  • outlined topical issues arising from recent cases.

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

Individual sessions

Are you ready for 30 June?

Author(s):  Moira MERRICK

This paper covers:

  • trust distributions: How did we get to where we are today?
  • the legislative framework
  • resolutions: What is required and when?
  • UPEs walking the tightrope.
Materials from this session:

Practical trust management issues

Author(s):  Daniel SMEDLEY

This paper covers:

  • family trust elections
  • variations.
Materials from this session:

Trusts – The state of play

Author(s):  Alexis KOKKINOS

This paper covers:

  • the use of trusts in Australia
  • the Board of Taxation review
  • UPEs and debt
  • reimbursement agreements.


Materials from this session:

Topical tax issues from small business and the decision in Taras

Author(s):  Jennifer Ferguson,  Chris WOOKEY

This paper covers:

  • liabilities related to assets
  • who is connected with you
  • who is (really) in control
  • when is a nominee something more?
Materials from this session: