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Year end issues: trusts

Published on 30 Apr 02 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This seminar paper discusses year end issues in relation to tursts, including a focus on: nomination of beneficiaries, definition of income, documentation, division 7A issues, trust losses.

Author profile

Dr Mark Robertson CTA
Mark conducts an Australia-wide practice specialising in revenue and trust law, Mark is listed as a leading tax QC by Chambers & Partners Asia Pacific 2019 and listed as ‘Preeminent’ by Doyle’s Guide 2018. He has appeared for commonwealth and state revenue authorities, Australia’s leading corporate groups, high net wealth individuals, as well as foreign investors in relation to proposed and completed domestic and cross-border transactions (including in estate and family law contexts). - Current at 26 June 2019
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This was presented at Tax Planning Conference Series 2 .

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