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Practical trust management issues paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 27 May 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • family trust elections
  • variations.

Author profile

Daniel Smedley CTA
Daniel enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide published by The Tax Institute. Since 2016, Daniel has appeared in the list of one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 22 October 2019
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This was presented at Trusts Masterclass .

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Individual sessions

Are you ready for 30 June?

Author(s):  Moira MERRICK

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Practical trust management issues

Author(s):  Daniel SMEDLEY

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Trusts – The state of play

Author(s):  Alexis KOKKINOS

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Topical tax issues from small business and the decision in Taras

Author(s):  Jennifer Ferguson,  Chris WOOKEY

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