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Trust distributions seminar paper

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

This paper covers the following topics:

  • what constitutes a valid trust distribution
  • streaming income and capital gains
  • present entitlement
  • differences between tax income and accounting income
  • reimbursement agreements
  • distributing to non-beneficiaries
  • disclaiming entitlement.

Author profile:

Michael Jones CTA
Michael advises privately owned businesses and has been helping families structure their investments for many years. He is an active participant in the development of government tax policy for family business. Michael chairs the Tax Institute’s Trust and Estates Club and his formal qualifications include a Bachelor of Economics, a Bachelor of Arts and a Masters of Taxation Law from the University of Melbourne. Current at 13 September 2011 Click here to expand/collapse more articles by Michael JONES.
 

This was presented at Trust Planning.

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