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Trust disclosure requirements

Published on 22 Nov 01 by VICTORIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation covers losses schedules, CGT schedule, UB statements, and family trust elections in relation to trust disclosure requirements.

Author profile

Christopher Wookey CTA
Photo of author, Chris WOOKEY Chris Wookey, CTA, was a principal in the tax consulting division of Deloitte Private in Melbourne. He has over 30 years' experience in the chartered accounting profession and is a member of The Tax Institute's SME & Tax Practitioner Technical Committee and the Victorian State Technical Resource Committee as well as a regular presenter at its events. His experience, centred on issues encountered by private groups, includes advising about the tax treatment of accessing wealth accumulated in various structures such as trusts, superannuation funds and especially companies, in addition to having been involved in the early confidential consultations about the upcoming Div 7A reforms. - Current at 13 February 2019
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This was presented at Corporate Lodgements .

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Individual sessions

Trust disclosure requirements

Author(s):  Chris WOOKEY

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Company disclosure requirements

Author(s):  Dianne CUKA

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