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Trusts and asset protection paper

Published on 19 Nov 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • trusts interests as property of others
  • trusts interests of the bankrupt
  • claims against retired trustee
  • recovering trust distributions
  • the reach of Richstar (no 6)
  • Kennon v Spry
  • the interplay of family law and bankruptcy.

Author profile

Kenneth Schurgott CTA-Life
Ken Schurgott, CTA-Life is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken has been heavily involved in consultations with the ATO and Treasury on matters involving trusts including the inter-relation with Division 7A. He was National President of The Tax Institute in 2012. - Current at 17 October 2017
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This was presented at Trust Intensive .

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Individual sessions

Bamford

Author(s):  Mark L ROBERTSON

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