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Introduction to taxation of trusts presentation


This presentation covers:

  • discretionary trusts - focus
  • unit trusts
  • testamentary trusts
  • superannuation funds
  • bare trusts
  • child maintenance trusts
  • disability trusts.

Author profiles

George Samaras CTA
Photo of author, George SAMARAS George is the Principal of Samaras Lawyers, a newly established boutique taxation, commercial and superannuation law practice situated at The Rocks in Sydney. George has nearly 14 years of experience, in both accounting and law, providing taxation, commercial, superannuation and trust law advice as well as getting involved in reviews, investigations and appeals with the ATO and the OSR, assisting accountants, solicitors, planners, other professionals, private business/private business owners, property developers and others. George has extensive experience in dealing with trusts and related issues. He regularly presents at both professional and industry groups and is the author of a number of papers. - Current at 25 January 2011
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Dr Helen Hodgson CTA
Helen joined Curtin Law School as an Associate Professor in 2014, following 10 years teaching in the Atax programme at UNSW. Helen has a particular interest in tax policy, and was a participant at the 2010 Tax Forum. Her current area of research is the tax-transfer system, but she also researches in superannuation, and the gender impacts of the tax-transfer system. In 2010, Helen was a co-author of the Women's Voices Report commissioned by the Equality Rights Alliance to examine factors influencing women's workforce participation, including superannuation, tax and transfer issues. Helen holds qualifications in accounting, business law and taxation, and is a Fellow of the Australian Society of Certified Practising Accountants. - Current at 01 January 2016
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This was presented at Tax and Trusts: The Essentials .

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