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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
This was presented at SME Intensive: Setting the Foundations for the New Year .
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CGT Update
Author(s): Sally NEWMANMaterials from this session:
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Don’t lose your Company Losses
Author(s): Hayden BENTLEYMaterials from this session:
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Don’t lose your Trust Losses
Author(s): Neal DALLASMaterials from this session:
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