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Trusting into the future paper

Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • using multiple appointors and other inter-generational control mechanisms
  • dealing with UPEs and 'at call' loans
  • exercising a power of advancement to resolve conflicts
  • other considerations
  • family trust elections
  • trust splitting
  • changes to deeds and their effects on losses and pre-CGT status of trust assets.
This paper was also delivered at Trusts & Estates Club - Wills and Family Discretionary Trusts – A Nightmare Scenario for Some Clients? on 15 September 2010.

Author profile

Tony Riordan CTA
Tony Riordan, CTA, is a Tax Partner at Riordans Lawyers in Melbourne, a boutique commercial law firm. He has degrees in Law and Commerce and a Masters in Taxation Law from Melbourne University. His areas of practice include SME structuring, estate planning for high wealth individuals and transaction structuring. - Current at 30 August 2017
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This was presented at 18th National Tax Intensive Retreat .

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Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:







Further details about this event:

 

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