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Trust deeds and other matters paper

Published on 09 Oct 08

This paper covers:

  • ATO position on trust cloning
  • recent changes to trust loss election rules
  • defining classes of beneficiaries for flexibility
  • preparing the trust distribution minute - some tips and traps
  • disclaiming a benefit after Pearson and Ramsden
  • defining income in the trust deed after Cajkusic
  • resettlements and the Statement of Principles.

Author profile:

John Middleton CTA
John is a Special Counsel at Clayton Utz Brisbane and specialises in revenue and commercial law. He has provided legal advice in respect of the structuring, restructuring, purchase and sale of businesses and entities of all types. He has particular experience in CGT planning for the sale of businesses and also practises in stamp duty, GST and general tax. Current at 16 October 2014 Click here to expand/collapse more articles by John MIDDLETON.
 

This was presented at Tax Intensive.

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