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Don’t lose your trust losses paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 .

Get a 20% discount when you buy all the items from this event.

Individual sessions

CGT Update

Author(s):  Sally NEWMAN

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Current Trust Issues

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Don’t lose your Company Losses

Author(s):  Hayden BENTLEY

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Don’t lose your Trust Losses

Author(s):  Neal DALLAS

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Dealing with Debt Issues

Author(s):  Mark REYNOLDS

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Driving Super–2009 Style!

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Refocus on Limiting Liability in Uncertain Times

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