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Two or three things about trust deeds paper

Published on 28 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

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

David Marschke CTA
Photo of author, David MARSCHKE 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 and to 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 23 May 2017
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David Marks CTA
David W Marks QC is a commercial Silk practising principally in Tax. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute & other professional bodies. He is a Chartered Tax Advisor and a Registered Trust and Estates Practitioner. He received the Tax Institute’s Meritorious Service Award in 2013. - Current at 10 July 2017
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Two or three things about trust deeds

Author(s):  David MARSCHKE,  David W MARKS

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