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Are you ready for 30 June? paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 27 May 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

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.

Author profile

Moira Merrick CTA
Moira Merrick is the Director & Technical Leader for the Victorian Case & Technical Leadership group in the Private Wealth sector at the ATO. Immediately preceding this role, Moira was the Regional Director for Victoria and Tasmania for the Technical Excellence Services group responsible for providing technical advice in the form of Private Binding Rulings, Class Rulings and Product Rulings within the former Private Groups and High Wealth Individuals business line. Prior to joining the ATO in 2017, Moira was part of Deloitte’s Tax Insights & Policy group and has extensive experience providing specialist tax advice to both large corporates and closely held groups. During her time in private practice, Moira was a regular presenter at tax seminars and is a former Chair of the Victorian State Council of the Tax Institute. - Current at 26 September 2019
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This was presented at Trusts Masterclass .

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

Materials from this session:

Practical trust management issues

Author(s):  Daniel SMEDLEY

Materials from this session:

Trusts – The state of play

Author(s):  Alexis KOKKINOS

Materials from this session:

Topical tax issues from small business and the decision in Taras

Author(s):  Jennifer Ferguson,  Chris WOOKEY

Materials from this session:

Further details about this event:

 

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