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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: