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Division 7A and trusts presentation

Division 7A and trusts presentation

Member Price: Free
Non Member Price: $15.00

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 28 Oct 04 by QUEENSLAND DIVISION, THE TAX INSTITUTE

We have all grappled with the amendments to Division 7A, and how those amendments impact on transactions involving trusts. This presentation is intended to illustrate in a practical way how your client can unintentionally get caught by the new provisions, and provide some effective strategies for your clients to implement.

Author profiles

Mark West CTA

Mark is a Partner at McCullough Robertson and is qualified both in law and as a Chartered Accountant. He advises clients on tax matters generally, including income tax, CGT, GST and payroll tax, and has acted in appeals to the AAT and Federal Court. - Current at 30 August 2017

More by Mark WEST

Practically using the small business restructure rollover paper - 13-October-2016
Small business restructure rollover paper - 18-August-2016
ATO early engagement Review Letters – be prepared - 20-June-2016
The keys to the kingdom – Ensuring the right property ends under the control of the right beneficiaries paper - 02-June-2016
Small business restructure roll-over – opportunities and traps - 01-April-2016
Trusts & trust accounting - It is not getting any easier paper - 05-November-2015
Current issues in the taxation of trusts paper - 22-May-2014
Trust stripping provisions paper - 21-May-2014
GST and interaction with other taxes paper - 05-September-2013
From audit to litigation: Get in front paper - 01-June-2012
Trust distributions - The practice paper - 24-November-2011
Duty issues for retirement villages paper - 28-July-2011
SME – Structures and transactions paper - 02-June-2011
A limited partnership as trust beneficiary – Effective, or not? paper - 02-March-2011
Structuring and the small business CGT concessions paper - 08-March-2010
Retirement villages – tax issues paper - 09-October-2009
Restructuring the family group for an estate plan paper - 24-August-2009
GST essentials for distressed asset sales - 01-April-2009
When is a club exempt from income tax paper? - 17-November-2008
Employee share and share option plans paper - 18-March-2008
Income tax and CGT issues seminar paper - 23-October-2007
Consolidations: The basics in review paper - 18-October-2007
Tax issues surrounding retirement villages paper - 20-September-2007
Retirement villages - income tax and CGT issues paper - 27-July-2006
Recent developments in asset protection paper - 17-July-2006
You've worked hard to earn it; Keeping it is harder still - Structuring for asset protection paper - 07-April-2006
SME loans - navigating the channels paper - 08-July-2005
Division 7A and trusts paper - 28-October-2004
Division 7A and trusts seminar paper - 28-October-2004
Tax issues in building and operating a retirement village seminar paper - 31-August-2004
When to Consolidate & Why seminar paper - 08-April-2003
Tax planning - 17-May-2002
Distributions - Not so Simple - 12-February-2001
Tax reform - individuals and FBT - 06-October-1998
Recent taxation issues affecting companies - 15-April-1998
Fringe benefits tax - 14-March-1996

Click here to expand/collapse more articles by Mark WEST.

Matthew Burgess CTA

Matthew co-founded specialist firm View Legal in 2014, having been a partner of one of Australia's leading independent law firms for over 12 years. Matthew's passion is helping clients successfully achieve their goals. Matthew specialises in tax, asset protection, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and was recognised in the "Best Lawyers" list for 2014 in relation to trusts and estates. As an author, Matthew is widely recognised as an expert in his field, who constantly creates bespoke revenue-related strategies for the growth, management and protection of wealth. Matthew is regularly published in Australia's leading monthly tax journal, The Tax Institute's Taxation in Australia (six articles since 2012), and the leading weekly tax journal, Thomson Reuters' Weekly Tax Bulletin (10 articles since 2012). He has also written five legal books, one business book and 16 children's books. - Current at 30 August 2017

More by Matthew BURGESS

Superannuation, bankruptcy and staying out of court - 11-September-2017
Unravelling trusts: splitting, cloning and umbrella trusts - 01-July-2017
Lost trust deeds - 01-December-2016
Tricks, traps and tantalising opportunities: New Subdiv 328-G explained - 01-June-2016
Trust splitting - some clarity at last - 12-February-2016
Revenue-effective corporate restructures - 01-December-2015
Estate and succession planning - Governance agreements paper - 16-September-2015
Testamentary trusts post-death: Bespoke planning opportunities - 01-August-2015
Division 6AA and child maintenance trusts: there are advantages, but pitfalls too - 10-April-2015
Insurance-funded business succession - 01-March-2015
Strategies in business succession planning paper - 20-November-2014
Complex testamentary trusts and estate planning paper - 28-August-2014
Bust-proofing trusts - 01-August-2014
The Clark decision: Possible consequences for CGT event E4? - 01-May-2014
Testamentary trusts: Bespoke planning opportunities - 01-April-2014
Strategies in business succession planning paper - 26-March-2014
Potential to bust-proof a trust paper - 27-February-2014
Fixed trusts and unit trusts: One and the same? - 01-December-2013
Failed trust distributions: Their tax consequences - 01-October-2013
Trust assets and estate planning: How has the dust settled after Kennon v Spry? - 01-May-2013
Estate planning - How has the dust settled after Kennon vs. Spry? paper - 13-March-2013
Family law decisions may attract ATO attention - 15-October-2012
SMSFs - investing with related parties. - 21-July-2011
Passing control of a business on insurable exit events paper - 08-June-2011
Passing control of a business on insurable exit events - Ensuring fair outcomes paper - 19-August-2010
Trust Cloning is dead (or almost): What are the alternatives and issues paper? - 11-May-2009
Trusts: feathering the nest paper - 14-November-2007
The use of special purpose trusts in estate planning - Part II - 01-June-2007
The use of special purpose trusts in estate planning - Part I - 01-May-2007
Trusts in general paper - 08-August-2006
Restructuring alternatives paper - 13-September-2005
Business succession planning paper - 13-May-2005
Asset protection for the health professional seminar paper - 31-January-2005
Division 7A and trusts paper - 28-October-2004
Division 7A and trusts seminar paper - 28-October-2004
Can your Trust Deed survive the new millennium? seminar paper - 20-November-2003
Trusts - Estate Planning Considerations seminar paper - 21-February-2003
Estate planning considerations - 10-October-2002
Succession agreements and insurance trusts - 18-September-2001
Small business capital gains tax concessions and the simplified tax system - 28-February-2000

Click here to expand/collapse more articles by Matthew BURGESS.

This was presented at A Matter of Trusts .

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Individual sessions

Distributions from trusts

Author(s): Brian J RICHARDS

Materials from this session:

Distributions from trusts seminar paper

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Distributions from trusts presentation

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Are trusts still effective for your client?

Author(s): Harry M RIGNEY

Materials from this session:

Are trusts still effective for your client? seminar paper

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Are trusts still effective for your client? presentation

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Divisive issues and winding up

Author(s): Peter GODBER

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Divisive issues and winding up seminar paper

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Divisive issues and winding up presentation

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Restructuring trusts

Author(s): Ken SCHURGOTT

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Restrucuring trusts seminar paper

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Restructuring trusts presentation

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