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Can your Trust Deed survive the new millennium? seminar paper

Can your Trust Deed survive the new millennium? seminar paper

Member Price: $57.00
Non Member Price: $75.00

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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 20 Nov 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This seminar paper covers the following topics:
- capital gains tax and division 152 small business relief
- the sort of amendments that may be required in an 'ancient' trust deed
- resettlement dangers! - what can be done
- amending for social security purposes
- what about the new generation?

Author profile

Matthew Burgess CTA

Matthew co-founded specialist firm View Legal in 2014, having been a partner of one of Australia's leading independent law firms for over 12 years. Matthew's passion is helping clients successfully achieve their goals. Matthew specialises in tax, asset protection, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and was recognised in the "Best Lawyers" list for 2014 in relation to trusts and estates. As an author, Matthew is widely recognised as an expert in his field, who constantly creates bespoke revenue-related strategies for the growth, management and protection of wealth. Matthew is regularly published in Australia's leading monthly tax journal, The Tax Institute's Taxation in Australia (six articles since 2012), and the leading weekly tax journal, Thomson Reuters' Weekly Tax Bulletin (10 articles since 2012). He has also written five legal books, one business book and 16 children's books. - Current at 30 August 2017

More by Matthew BURGESS

Superannuation, bankruptcy and staying out of court - 11-September-2017
Unravelling trusts: splitting, cloning and umbrella trusts - 01-July-2017
Lost trust deeds - 01-December-2016
Tricks, traps and tantalising opportunities: New Subdiv 328-G explained - 01-June-2016
Trust splitting - some clarity at last - 12-February-2016
Revenue-effective corporate restructures - 01-December-2015
Estate and succession planning - Governance agreements paper - 16-September-2015
Testamentary trusts post-death: Bespoke planning opportunities - 01-August-2015
Division 6AA and child maintenance trusts: there are advantages, but pitfalls too - 10-April-2015
Insurance-funded business succession - 01-March-2015
Strategies in business succession planning paper - 20-November-2014
Complex testamentary trusts and estate planning paper - 28-August-2014
Bust-proofing trusts - 01-August-2014
The Clark decision: Possible consequences for CGT event E4? - 01-May-2014
Testamentary trusts: Bespoke planning opportunities - 01-April-2014
Strategies in business succession planning paper - 26-March-2014
Potential to bust-proof a trust paper - 27-February-2014
Fixed trusts and unit trusts: One and the same? - 01-December-2013
Failed trust distributions: Their tax consequences - 01-October-2013
Trust assets and estate planning: How has the dust settled after Kennon v Spry? - 01-May-2013
Estate planning - How has the dust settled after Kennon vs. Spry? paper - 13-March-2013
Family law decisions may attract ATO attention - 15-October-2012
SMSFs - investing with related parties. - 21-July-2011
Passing control of a business on insurable exit events paper - 08-June-2011
Passing control of a business on insurable exit events - Ensuring fair outcomes paper - 19-August-2010
Trust Cloning is dead (or almost): What are the alternatives and issues paper? - 11-May-2009
Trusts: feathering the nest paper - 14-November-2007
The use of special purpose trusts in estate planning - Part II - 01-June-2007
The use of special purpose trusts in estate planning - Part I - 01-May-2007
Trusts in general paper - 08-August-2006
Restructuring alternatives paper - 13-September-2005
Business succession planning paper - 13-May-2005
Asset protection for the health professional seminar paper - 31-January-2005
Division 7A and trusts paper - 28-October-2004
Division 7A and trusts seminar paper - 28-October-2004
Trusts - Estate Planning Considerations seminar paper - 21-February-2003
Estate planning considerations - 10-October-2002
Succession agreements and insurance trusts - 18-September-2001
Small business capital gains tax concessions and the simplified tax system - 28-February-2000

Click here to expand/collapse more articles by Matthew BURGESS.

This was presented at Trusts Intensive: "Its all about Trust" .

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