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Comparison of trusts seminar paper

Published on 30 Nov 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper discusses bare trusts, fixed trusts, unit trusts, discretionary trusts and hybrid trusts:

  • establishment and structure - who, what, when, where and how?
  • asset protection issues
  • income tax issues, trust losses and ability to make family trust elections
  • ability to access the capital gains tax concessions
  • introducing new investors, contributing capital
  • succession planning.

Author profile

Daniel Smedley CTA
Danielis a Principal of Sladen Legal. He 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”. From 2016 to 2019, Daniel has been named in the list of Australia’s “Best Lawyers of the Year” in the practice of tax law in the list compiled by United States peer-review company Best Lawyers. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016. Daniel is a regular presenter at industry conferences and workshops. Daniel primarily advises businesses and high net worth individuals in relation to business and investment structuring, trusts, succession planning and taxation law. - Current at 04 September 2019
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This was presented at Trust Structuring .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Trusts - new strategies and current issues

Author(s):  Graeme HALPERIN

Materials from this session:

Vesting trusts: taxation issues

Author(s):  Michael BEARMAN

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The ups and downs of partnerships of trusts

Author(s):  Noel BEHARIS

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Further details about this event:

 

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