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Hybrid trusts - Interest deductibility issues and the Forrest case presentation


This presentation covers:

  • hybrid trusts – back in the spotlight?
  • Bamford & Forrest cases
  • more prevalent and becoming increasingly attractive
  • many issues – impossible to cover all
  • brief review of issues and concerns.

Author profiles:

Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is a Chartered Tax Adviser accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on a number of technical committees related to taxation and superannuation including the Tax Law Specialisation Advisory Committee of the Law Institute of Victoria and Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as trusts, superannuation and tax. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. Current at 16 November 2015 Click here to expand/collapse more articles by Rob JEREMIAH.
Anthony Porcaro CTA
Anthony is an Associate in the Thomson Playford Cutlers tax team. Anthony has experience in providing taxation and commercial advice to a variety of clients and advises on most areas of Federal and State taxation law and related commercial matters. Current at 10 March 2011 Click here to expand/collapse more articles by Anthony PORCARO.

William Marryat CTA
Will Marryat, CTA, is a Partner at Cosoff Cudmore Knox and is a highly experienced and well-regarded commercial and taxation lawyer. He has advised clients in a range of industries and businesses concerning all areas of revenue and taxation. Experienced in dealing with revenue authorities in relation to recovery actions, Will has acted in taxation disputes including the recent Part IVA Federal Court matter of Futuris Corporation Limited v Commissioner of Taxation. He is a regular presenter for and contributor to The Tax Institute. Current at 16 May 2014 Click here to expand/collapse more articles by Will Marrayat.
Individual sessions

Further details about this event:


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