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Don’t lose your trust losses paper

Published on 19 Feb 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the tests for trusts
  • most common trusts in the SME context
  • choosing to make a family trust election - when to do so, and the consequences.

Author profile

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. - Current at 21 January 2021
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This was presented at SME Intensive: Setting the Foundations for the New Year .

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