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Don't lose your trust

Published on 21 Apr 99 by QUEENSLAND DIVISION, THE TAX INSTITUTE

The paper will highlight the effect of proposed reforms to the taxation of trusts, review the way the Ralph report suggests those reforms are to occur, set out what other nasties are in store for us and then give you news of some welcome relief in relation to cash management trusts. Finally I propose some alternative financial planning structures for the future.

Author profile

Dr Mark Robertson CTA
Mark Robertson, CTA conducts an Australia-wide practice specialising in revenue and trust law. Mark is listed as a leading tax QC by Chambers & Partners Asia Pacific and listed as ‘Preeminent’ by Doyle’s Guide. He has appeared for commonwealth and state revenue authorities, Australia’s leading corporate groups, high net wealth individuals, as well as foreign investors in relation to proposed and completed domestic and cross-border transactions (including in estate and family law contexts). He has acted for the Commissioner in several s100A cases. - Current at 17 June 2020
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