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Don’t lose your trust losses presentation

Published on 19 Feb 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the tests for trusts
  • most common trusts in the SME context
  • choosing to make a family trust election - when to do so, and the consequences.

Author profile:

Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters, including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training. Current at 18 August 2016 Click here to expand/collapse more articles by Neal DALLAS.
 

This was presented at SME Intensive: Setting the Foundations for the New Year.

Get a 20% discount when you buy all the items from this event.

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