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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:

Chris WOOKEY
Chris is a tax consulting director of GMK Centric (formerly Gaddie Metz Kahn), the accounting and tax services division of Centric Wealth, and has nearly 20 years’ experience in the chartered accounting profession. Over that time, he has advised many large corporates and international businesses, as well as privately owned groups, in relation to matters ranging from restructures, mergers and acquisitions to financing and profit distribution strategies. A fellow of the Taxation Institute and regular presenter at its continuing professional development seminars, Chris is a chartered accountant and holds the degrees of Bachelor of Business (majoring in accounting and economics) and Master of Taxation.
Current at 10 August 2007
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This was presented at Corporate Lodgements .

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Trust disclosure requirements

Author(s):  Chris WOOKEY

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Company disclosure requirements

Author(s):  Dianne CUKA

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