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Update on trust cases paper

Published on 13 Nov 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers a range of recent cases concerning trust law and tax law, including:

  • recent income tax cases concerning trusts
  • the approach of the state courts when dealing with trusts in stamp duty cases – do the state courts depart from their federal counterparts to any meaningful extent?
  • recent trust law cases, their application to tax and key points for practitioners.

Author profile

Chris Ardagna CTA
Chris is a Partner at Brown Wright Stein Lawyers specialising in all areas of taxation. He acts primarily for high-wealth individuals and large private groups, and has a particular focus on the property industry, advising clients on all aspects of property transactions, both in Australia and internationally. Chris also has expertise in dealing with the revenue authorities in terms of ruling applications, the conduct of audits, objections, litigation and settlement negotiations. Chris was previously a Director of Schurgott Noolan Ardagna for three years. Prior to that he was a Partner at Pitcher Partners. - Current at 12 April 2017
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