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Restructuring trusts presentation

Published on 31 Aug 04 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- vesting the entire trust
- partially vesting a trust
- transferring an asset to a new trust on identical terms
- holding the trust assets as two separate funds
- splitting the trust and appointing a new trustee
- resettlements
- CGT/stamp duty.

Author profile:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009
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This was presented at Trust Intensive .

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

Individual sessions

Division 7A and Trusts

Author(s):  Daniel SMEDLEY

Materials from this session:





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