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Getting trust distributions right paper!

Published on 13 Nov 08

This paper explains in plain and practical terms:

  • the present controversy involving trusts and distributions of income
  • what happens when trust income and tax income aren't equal
  • why reading a trust deed is critical to ensure that the distribution is legally effective
  • sample extracts from trust deeds and sample minutes to effect valid distributions of trust income
  • why you need to get it right - the distinction between income and capital distributions
  • why "failsafe" clauses in trust deeds can be an effective way of dealing with disputed trust distributions

Author profile

Dr Nabil Orow CTA
Bill (Nabill) is a practicing member of the Victorian Bar who specialises in state and federal taxation law as well as trusts, succession, property and corporations law. He has published widely including a book on comparative anti avoidance rules published in the UK and a joint book with R Deutsch titled, Income Tax and GST Planning StrateDistributing to Corporate - Current at 23 July 2010
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Getting trust distributions right!

Author(s):  Nabil (Bill) F. OROW

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