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Current trust issues presentation

Published on 30 Apr 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • definition of trust income - where are we at?
  • practical trust distribution examples
  • resettlements and new trusts and the creation of trusts
  • disclaiming trust income entitlements
  • beneficiary and unitholder rights
  • practical case studies highlighting the above issues.

Author profile

David Marks CTA
David W Marks, QC, CTA is a Barrister at the Queensland Bar, with an extensive practice principally in tax, and more generally in equity and commercial matters. David was admitted as a solicitor in 1992, as a barrister in 2000, and took silk in 2015. He is an interstate member of the SA Bar Association. David contributes to tax law & policy submissions, for The Tax Institute, as a member of TTI technical committees. He is a past member of Qld’s State Council and Education Committee. In 2013, David received TTI’s Meritorious Service Award. - Current at 02 March 2017
Click here to expand/collapse more articles by David W MARKS.

 

This was presented at Tax Changes & Updates for 2009 .

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