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Social Security: Private Trusts & Companies

Published on 27 Mar 01 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper discusses DSS changes, with relation to trusts and companies information and looks at the Associate Rule, Testamentary Trusts, Attribution of Income, Attribution of Assets, Company and Trust Liabilities, Gifting Rules, Resignations, and Primary Producer issues.

Author profile:

Mark MOFFATT
Financial Industry Liaison & State FIS Coordinator, Centrelink. Mark has 27 years experience in Social Security policy issues, 13 years in financial information and provides the industry with technical information, updates and strategies.
Current at 12 March 2004
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This was presented at DSS Changes - Help Your Clients Retain Their Entitlements.

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