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Hybrid trusts paper

Published on 14 Aug 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers: 

  • outlining the different hybrid trust structures
  • considering tax deductibility issues for investors in hybrid discretionary trusts
  • asset protection and estate planning.

Author profiles

Edward Pearse FTI
Edward is a Lawyer with McInnes Wilson Lawyers. - Current at 21 April 2015
Christopher Davis CTA
Chris Davis, CTA, a Principal of McInnes Wilson Lawyers' Revenue, Structuring and Succession Group, has been involved in advising clients on Div 7A and associated matters in a variety of contexts, with a particular focus on the SME market. This has included advisory work, assisting tax agents on pre-audit investigations and preparing and lodging objections against Div 7A reassessments. - Current at 24 May 2013
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This was presented at Trusts Intensive: Advanced Tax Planning for Clients .

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

Individual sessions

Tips and traps of distributions

Author(s):  Peter BICKFORD

Materials from this session:




Further details about this event:

 

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