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.
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 Trust 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
25 September 2017