Published on 28 Aug 04
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
What are the difficult isues in distributing from trusts? This paper contains a detailed analysis of issues including:
- winding up trusts
- what are the dangers when trying to get the money out?
- effective intervivos capital distributions
- the complex issues arising from CGT events
- how can we effectively wind up trusts on death of the main players?
This was also presented by the author at the Small Business Intensive held in Fremantle, WA, on 29 October 2004.
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken chaired the Noosa Tax Intensive from 2005 to 2007 and was on the Organising Committee for a longer period. He was National President of the Institute in 2012.
- Current at
04 January 2018