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Hybrid trusts–Where are we at presentation?

Published on 11 Nov 08

Hybrid trusts have been a popular structure with taxpayers because they allow deductions for funding costs with flexibility of distributions. A recent Taxpayer Alert casts doubt on their effectiveness.

This presentation covers the following:

  • Tax Alert 2008/3 -should it worry you?
  • is there any future to hybrid trusts?
  • restructuring to avoid the Tax Alert.

Author profile:

Robert Richards
Robert practices as a solicitor specialising in providing revenue, trust, superannuation and corporate law advice to high net worth individuals, corporations, accountants, other solicitors and the bar. He is regularly involved in the carriage of tax litigation involving matters heard by the High Court (for example the Bamford matter), the Federal Court, and the Administrative Appeals Tribunal. Prior to practising as a solicitor he was a partner of an international firm of accountants. Current at 23 October 2013 Click here to expand/collapse more articles by Robert RICHARDS.

This was presented at Hybrid Trusts–Where Are We At ?.

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Individual sessions

Hybrid trusts–Where are we at?

Author(s):  Robert RICHARDS

Materials from this session:

Tax Update–November 2008

Author(s):  Rae Ni CORRAIDH

Materials from this session:

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