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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:

Anthony 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 23 April 2014 Click here to expand/collapse more articles by Tony RIORDAN.
 

This was presented at 18th National Tax Intensive Retreat.

Get a 20% discount when you buy all the items from this event.

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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