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Trust deed traps seminar paper

Published on 16 Nov 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers the following topcis:

  • who is the settlor?
  • who are the beneficiaries?
  • how should income be defined?
  • what if the trustee fails to make a distribution?
  • who controls the trustee?
  • what happens when the guardian dies?
  • who makes decisions when there is a dispute?

Author profiles:

Rob JEREMIAH
Rob is a Director and Shareholder of Harwood Andrews Lawyers and is an accredited specialist with the Law Institute of Victoria in Income Tax Law and Business Law. Rob has been recognised as one of Australia's leading taxation lawyers by ALB's Legal Who's Who Australia 2003. Rob practises principally in the areas of taxation and revenue law, superannuation, business and investment structuring, advice on various types of trusts, asset protection and succession planning and business and commercial advice. Rob has presented on numerous occasions at State and National seminars and conferences on taxation and trust law issues for both the Taxation Institute of Australia and other industry groups and bodies.
Current at December 2008
Click here to expand/collapse more articles by Rob JEREMIAH.
 
Zena HERR
Zena is a lawyer with Harwood Andrews Lawyers.
Current at May 2005
Click here to expand/collapse more articles by Zena HERR.

This was presented at Trust Planning .

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