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Introduction to taxing of trusts presentation

Published on 25 Mar 08 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • how trusts are treated for tax purposes
  • special tax rules for taxing trust income and distributions (trustee, beneficiaries, minor beneficiaries, franking credits)
  • flowing through CGT concessions
  • CGT events for actions concerning trusts
  • cost base adjustments for unit trusts
  • taxing special types of trusts
  • deceased estates
  • testamentary trusts
  • child maintenance trusts
  • family trust elections/trust losses.

Author profile:

Steven Rosenstrauss
Steven is the Director of Taxes in the Sydney West office of Moore Stephens, Chartered Accountants. He provides specialist advice on income tax, CGT and GST matters to the firm’s SME and high net worth individual clients as well as to local solicitors and accountants. Steven is a member of The Tax Institute’s NSW Education Committee and a regular speaker on property, trust, CGT and FBT topics. Current at 01 April 2011 Click here to expand/collapse more articles by Steven ROSENSTRAUSS.
 

This was presented at Tax and Trusts.

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