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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 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 published by The Tax Institute. Since 2016, Daniel has appeared in the list of 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 since 2016. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 22 October 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

Materials from this session:

The ups and downs of partnerships of trusts

Author(s):  Noel BEHARIS

Materials from this session:

Further details about this event:

 

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