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Issues with establishing and using trusts paper

Published on 11 May 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • terms of the trust, appointor, trustee, beneficiaries including restrictions
  • interaction with estate planning, consideration of family succession
  • passing control of the trust other than by way of splitting
  • using trusts for asset protection
  • issues with ineffective minutes and invalid appointments.

Author profile:

Greg Cahill CTA
Greg is a partner in Cooper Grace Ward's commercial practice. He has extensive experience in providing commercial and tax related advice to private and corporate clients and gives specialist advice to accountants and other financial service providers on a wide range of direct and indirect tax issues (particularly income and capital gains tax and GST), state taxes and superannuation. Greg also has substantial experience in mergers and acquisitions and corporate and trust restructuring issues. He is a regular speaker at seminars and professional bodies such as the Institute of Chartered Accountants, CPA Australia, The Tax Institute and the Queensland Law Society. Greg has been listed by Best Lawyers Australia for Tax in 2012 and 2013. He has also been listed for Commercial as well as Trusts and Estates in 2013. Current at 07 April 2015 Click here to expand/collapse more articles by Greg CAHILL.
 

This was presented at Trusts: Can you Still Trust the Terms of your Trust?.

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Trusts Workshop questions & answers

Author(s):  David MARSCHKE

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