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Formation of the trust

Published on 12 Oct 01 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses formation of the trust, with a focus on: legal requirements, choice of trustee, funding, stamp duty and other costs.

Author profile

Leonard Hertzman CTA
Photo of author, Len HERTZMAN Len Hertzman, CTAis an Assistant Commissioner in the ATO’s Tax Counsel Network and is based in Perth. He was previously a tax partner at Ashurst. Len is also a National and State Councillor of The Tax Institute and former chair of the National Tax Convention and National Resources Tax Conference program committees. - Current at 05 April 2019
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This was presented at Back to Fundamentals Series 2 .

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Fixed and non fixed trusts: 'bringing it all together'

Author(s):  Ron DOIG

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