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Current trust issues paper

Published on 30 Apr 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • definition of trust income - where are we at?
  • practical trust distribution examples
  • resettlements and new trusts and the creation of trusts
  • disclaiming trust income entitlements
  • beneficiary and unitholder rights
  • practical case studies highlighting the above issues.

Author profile

David Marks CTA
David W Marks QC is a commercial Silk practising principally in Tax. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute & other professional bodies. He is a Chartered Tax Advisor and a Registered Trust and Estates Practitioner. He received the Tax Institute’s Meritorious Service Award in 2013. - Current at 12 June 2017
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This was presented at Tax Changes & Updates for 2009 .

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