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Exploring the trust deed - Why do we do what we do in drafting deeds? paper

Published on 24 Nov 11 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • the settlor and the settled sum
  • the trustee
  • irrevocable settlement
  • exclusion of maintenance and accumulation power
  • the trust fund 
  • the distribution date
  • the beneficiaries
  • entitlements of the beneficiaries
  • definition of income 
  • authorised investments
  • mandatory investments
  • power to carry on business
  • exclusion of liability of beneficiaries
  • decisions of corporate trustees
  • amendment of deed
  • the use of precedents.

Author profile:

AH (Tony) SLATER
Tony has been in practice at the Bar since 1981 and took silk in 1992. Before coming to the Bar, he practiced first as a Solicitor and then as a Chartered Accountant. His principle area of practice is revenue law. Extensive experience in advising and appearing for both revenue authorities and taxpayers allows him to review issues with an appreciation of the approach and arguments likely to be adopted by both sides to any dispute.
Current at 11 April 2007 Current at 23 October 2007 Click here to expand/collapse more articles by AH (Tony) SLATER.
 

This was presented at 19th National Tax Intensive Retreat .

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

Individual sessions

Exploring the trust deed - Why do we do what we do in drafting deeds?

Author(s):  AH (Tony) SLATER

Materials from this session:


Getting trust right: Lessons from the Federal Court

Author(s):  Jeffrey SPENDER

Materials from this session:



Trust mixed bag

Author(s):  Joanna MONAHAN

Materials from this session:


Workshop 1 - Trust distributions

Author(s):  David MARSCHKE

Materials from this session:

Workshop 2 - CGT small business concessions and trust audit issues

Author(s):  Mark NORTHEAST,  Chris WOOKEY

Materials from this session:

Further details about this event:

 

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