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Tax effective transferring of assets out of discretionary trusts paper

Published on 28 Aug 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper includes:

  • what is the process and how does it differ if voluntary or forced by a Court order
  • property transfers in satisfaction of beneficiary entitlements
  • property transfers for extinguishment of an interest
  • the E Events for discretionary trusts
  • asset revaluations (including 109XA issues)
  • CGT small business concessions
  • case studies illustrating tax effective transfers.

Author profile:

Author Photo - Marc ROMALDI
Marc ROMALDI
Current at 15 February 2012 Click here to expand/collapse more articles by Marc ROMALDI.
 

 

This was presented at Misplacing your 'Trust' .

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Individual sessions

Tax effective transferring of assets out of fixed trusts

Author(s):  Andrew SINCLAIR

Materials from this session:


Further details about this event:

 

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