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2012 Trusts roadshow workshop presentation


The 2012 Trusts Roadshow workshop takes a practical look at the key issues facing practitioners dealing with closely held trusts, in particular discretionary trusts. It reiews key developments including streaming of capital gains and franked dividends and practical ways of dealing with unpaid
present entitlements.

This presentation covers:

  • practical & interactive
  • case studies & worked examples
  • update of key concepts & recent developments
  • valuable tips & advice to manage risks
  • practical workbook for future reference.

Author profiles

Daniel Smedley CTA
Daniel is a Principal of Sladen Legal. He is a Law Institute of Victoria Accredited Specialist in Tax Law and holds a Master of Taxation. Daniel is the principal author of Trust Structures Guide published by The Tax Institute and a regular presenter at industry conferences and workshops. Daniel primarily advises businesses and high net worth individuals in relation to business and investment structuring, trusts, succession planning and taxation law. - Current at 25 September 2017
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Jeremy Weeks
Jeremy is a lawyer in the Harwood Andrews Lawyers’ Business Law Department working on a broad range of technical and business related matters. His primary areas of practice are tax effective business structuring and succession, and personal estate and succession planning for high wealth individuals and their families. Jeremy also has experience in intellectual property protection and commercialisation. - Current at 07 September 2012
Ronald Jorgensen CTA
Ron Jorgensen, CTA, is a Partner at Rigby Cooke Lawyers. Ron principally consults on Commonwealth and state tax laws, tax dispute resolution and compliance enforcements, and specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax-sensitive commercial and property transactions. Ron is an Accredited Specialist in Tax Law, a member of the Law Institute of Victoria and a respected technical writer and presenter. Ron is a fierce advocate for taxpayers. - Current at 04 August 2016
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Individual sessions

Further details about this event:


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