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2012 Trusts roadshow workshop paper

Published on 16 Aug 12 by NATIONAL DIVISION, THE TAX INSTITUTE

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.

Author profiles:

Daniel SMEDLEY
Current at 20 October 2010 Click here to expand/collapse more articles by Daniel SMEDLEY.
 
Jeremy Weeks
Current at 19 December 2012

Ron JORGENSEN
Current at 15 June 2011 Click here to expand/collapse more articles by Ron JORGENSEN.

 

Individual sessions

Further details about this event:

 

Copyright Statement
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