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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 CTA
Daniel Smedley, CTA enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues". In both 2016 and 2017, Daniel was named one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer in 2016 and 2017. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 21 September 2018
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Jeremy Weeks
Jeremy is a lawyer in the Harwood Andrews Lawyers’ Business Law Department working on a broad range of technical and business related matters. His primary areas of practice are tax effective business structuring and succession, and personal estate and succession planning for high wealth individuals and their families. Jeremy also has experience in intellectual property protection and commercialisation. - Current at 07 September 2012
Ronald Jorgensen CTA
Ron principally consults on Commonwealth and State tax laws, tax dispute resolution and compliance enforcement. Ron specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax sensitive commercial and property transactions. Ron is an Accredited Specialist Tax Law and member of the Tax Law Advisory Committee with the Law Institute of Victoria. He is a member of the Law Institute of Victoria and The Tax Institute. Ron is a member of the Tax Technical Committee (Vic), a member and former chair of the States Taxes Committee (Vic) and former representative of the Victorian State Taxes Consultative Council for The Tax Institute. Ron is a member of the Property Council of Australia Tax Committee (Victorian Division). Ron was recognised by Doyle’s Guide as a Recommended Leading Tax Lawyer for 2015, 2016, 2017 and 2018. - Current at 07 August 2019
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Individual sessions

Further details about this event:

 

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