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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 01 June 2008
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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 28 September 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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