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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 is now operating his own specialist tax consulting practice. Chris was previously a principal in the tax consulting division of Deloitte Private in Melbourne. A finalist in The Tax Institute’s Tax Adviser of the Year Awards for 2020, he has over 30 years’ experience in the chartered accounting profession and is co-chair of The Tax Institute’s SME & Tax Practitioner Technical Committee and a member of the Victorian State Technical Resource Committee. Chris was also a member of the Board of Taxation’s Reference Group for its recently released Review of Small Business Tax Concessions. His experience, centred on issues encountered by private groups and includes advising about applying CGT rollovers to facilitate moving from one entity structure to another. - Current at 16 August 2021
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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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