Your shopping cart is empty
Establishing new trusts as part of succession planning paper
Published on 25 Aug 05 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This paper covers the following topics:
- cloning trusts:
- what is it, how does it work, what are the taxation implications and when would you do it?
- family trust election issues
- Division 7A issues
- testamentary trusts:
- control from the grave - letters of wishes vs deeds of family arrangement
- family trust election issues
- superannuation proceeds trusts - protection v death benefit ETPs
- ownership of main residence and taxation implications of occupation rights
- child maintenance trusts
- trust to trust distributions (income and/or capital) and perpetuity issues
- gifts to and secured loans from trusts to secure equity in property for the next generation.
This paper was also presented at the Preserving and Passing on the Family Wealth seminar held in Melbourne on 8 November 2005 and on 1 December 2005 at the repeat 13th National Tax Intensive Retreat in Noosa.
Author profile
Daniel Smedley CTA
Daniel enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide published by The Tax Institute. Since 2016, Daniel has appeared in the list of one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 22 October 2019
This was presented at 13th National Tax Intensive Retreat: Preserving Wealth for Future Generations .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Passing Control of Existing Trusts
Author(s): Rob JEREMIAHMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Establishing new trusts as part of succession planning
Author(s): Daniel SMEDLEYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Session 1 and 2 workshops
Author(s):Materials from this session:
-
insert_drive_file
Successful succession for success
Author(s): Peter BOBBINMaterials from this session:
-
insert_drive_file
Keeping it in the company
Author(s): Peter J MCKNOULTYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Session 3 and 4 workshops
Author(s):Materials from this session:
-
insert_drive_file
Wealth protection issues for clients with risk profiles: a family law perspective
Author(s): Martin BARTFELDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Wealth protection issues for clients with risk profiles
Author(s): Gary BIGMOREMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
International aspects of succession planning for high wealth individuals
Author(s): CJ CHAN, Denise HONEYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Effective strategies for using superannuation in succession planning
Author(s): Paul BANISTERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Session 7 workshop
Author(s):Materials from this session:
-
insert_drive_file
Further details about this event:
Copyright Statement