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 Tax and Commercial Law Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally.
- Current at
22 May 2017