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Trust cloning: Some light at the end of the tunnel paper


This paper covers the exposure draft legislation including:

  • removal of the exception and the exposure draft provisions (including whether there is any impact on trust splitting)
  • highlighting the key requirements of the new rollover
  • outlining the differences between new and old law
  • considering any relevant stamp duty implications
  • considering the implications where a taxpayer "self-assessed" in relation to a trust restructure before the exposure draft legislation was released.

Author profile

Marc Romaldi CTA
Photo of author, Marc ROMALDI Marc's tax law experience comes from over 14 years practising in accounting and legal spheres in both domestic and international environments. Capital gains tax, general income tax, international tax, stamp duty, GST, superannuation and fringe benefits tax all form part of Marc's tax law skill set. This expertise is used to advise ASX-listed companies, private enterprises and high net worth individuals on the commercial and tax implications of structuring, restructuring, acquisitions and sales. Marc's customer base appreciates his ability to understand their business, distil complex legal issues and achieve practical outcomes. Those customers come from a variety of industries, with Marc having particular expertise in the pharmacy and property industries. - Current at 18 May 2015
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This was presented at Trusts in transition .

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