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Lessons learnt from 30 June presentation

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Published on 09 Oct 12 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • read the trust deed
  • trust variations
  • should you repeal and replace?
  • are trusts still a valid structuring choice?

Author profile

Paul Banister CTA
Photo of author, Paul BANISTER Paul is a Chartered Accountant and a Partner at Grant Thornton, leading their tax division in Brisbane. He has over 30 years’ experience working with clients to help them navigate through complex and potentially risky tax and commercial issues. His expertise includes domestic and international tax planning, transaction advisory and support, superannuation structuring and advice, succession planning and estate planning. Paul has presented at many professional and business forums, both in Australia and internationally. He is a contributing author to Thomson Reuter’s Financial Planning Handbook. Paul is also the recipient of The Tax Institute’s SME Tax Adviser of the Year Award for 2016. - Current at 15 March 2021
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This was presented at Does Your Trust Have A Future? .

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

Individual sessions

Lessons learnt form 30 June

Author(s):  Paul BANISTER

Materials from this session:

Trust taxation reform: Where are we at?

Author(s):  Damian O'CONNOR

Materials from this session:

Issues in tax and trust litigation

Author(s):  Peter BICKFORD

Materials from this session:

Role of superannuation in estate planning

Author(s):  Neal DALLAS

Materials from this session:

Is your trust fixed - and why it matters

Author(s):  Brian J RICHARDS

Materials from this session:

Further details about this event:

 

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