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Two or three things about trust deeds paper


This paper covers:

  • trust deeds - do they need default beneficiaries?
  • do default beneficiary clauses work?
  • defining classes of beneficiaries for flexibility
  • disclaiming a benefit after Pearson and Ramsden
  • defining income in the trust deed after Cajkusic.

Author profiles:

Author Photo - David Marschke CTA
David Marschke CTA
David is a Chartered Accountant, tax agent and admitted lawyer. He is a partner in the Mills Oakley Private Advisory Practice based in Brisbane and previously was a partner within the tax group of a national law firm. David is a specialist adviser to the private enterprise, SME and high-wealth individuals sectors with particular experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations and settlements. He has significant expertise advising on SME, professional practice (including medical practices) and high-wealth individuals structuring and transactions with a focus on tax-effective outcomes, while understanding the potential application of the tax integrity measures including Part IVA. Current at 12 April 2016 Click here to expand/collapse more articles by David MARSCHKE.
Author Photo - David Marks CTA
David Marks CTA
David W Marks QC is a commercial silk specialising in taxation. Current at 21 October 2016 Click here to expand/collapse more articles by David W MARKS.

This was presented at Better Business solutions for Clients.

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Two or three things about trust deeds

Author(s):  David MARSCHKE,  David W MARKS

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