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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
Daniel is a Principal of Sladen Legal. He is a Law Institute of Victoria Accredited Specialist in Tax Law and holds a Master of Taxation. Daniel is the principal author of Trusts Structures Guide published by The Tax Institute and 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 March 2016 Click here to expand/collapse more articles by Daniel SMEDLEY.
 

This was presented at Trust Structuring.

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