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Trusts as a threshold issue paper


Trusts as a threshold issue – the uncertainties and what you need to know for 2013 including:

  • what is changing, what is not, why and does it matter?
  • division 6 re-write and will it deal with the UPE position?
  • fixed trusts or not, and does it matter for the most part?
  • are trusts still the vehicles of choice for private business?

Author profile:

Author Photo - Kenneth Schurgott CTA-Life
Kenneth Schurgott CTA-Life
Ken is a Tax and Commercial Law Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally. Current at 28 July 2016 Click here to expand/collapse more articles by Ken SCHURGOTT.

This was presented at 2013 Private Business Tax Retreat.

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Tax policy update

Author(s):  Robert JEREMENKO

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