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Trusts - Structuring and Planning for Effective Results - Case Studies

Published on 25 May 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

These case studies are directed at ensuring that practitioners make the best structuring selection at the outset and then assist trustees in the proper conduct and administration of the trust.

Author profiles

Garry Winter CTA
Garry heads Kelly & Co's Tax Law Group within its Corporate and Commercial Section. He advises in all areas of State and Federal tax law including international taxation arrangements, employee share schemes, superannuation, CGT, GST, taxation disputes, corporate and business structuring and restructuring, stamp duty and other indirect taxes. Garry is a member of the Taxation Institute's SA Technical Committee and the Law Council of Australia’s Taxation Committee. - Current at 27 January 2017
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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 22 May 2017
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Individual sessions

Trusts - Structuring and Planning for Effective Results

Author(s):  Ken SCHURGOTT,  Garry WINTER

Materials from this session:

Further details about this event:

 

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