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Bamford's case presentation

Published on 29 Oct 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Trusts 101
  • what is "income of the trust estate"?
  • proportionate approach confirmed
  • examples
  • PSLA 2009/7
  • practical tips.

Author profile:

Peter Berg CTA
Peter has many years experience as a taxation advisor to businesses and their owners and is a Partner in the Taxation Services Group at Grant Thornton, Sydney. He is an expert in the tax and structuring issues facing owner-managed business both locally and internationally. Peter has been with Grant Thornton for nine years. He has a Bachelor of Commerce and MBA, is a Chartered Accountant in Australia and a fellow member of the Taxation Institute of Australia. Current at 14 August 2009
 

This was presented at Bamford’s Case - Watch out for the Practical Implications.

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Bamford's case

Author(s):  Peter BERG

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2009 October Breakfast Club tax update

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