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Tax effective transferring of assets out of discretionary trusts presentation

Published on 28 Aug 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation includes:

  • what is the process and how does it differ if voluntary or forced by a Court order
  • property transfers in satisfaction of beneficiary entitlements
  • property transfers for extinguishment of an interest
  • the E Events for discretionary trusts
  • asset revaluations (including 109XA issues)
  • CGT small business concessions
  • case studies illustrating tax effective transfers.

Author profile

Marc Romaldi CTA
Photo of author, Marc ROMALDI Marc Romaldi, CTA, has over 14 years tax law experience from practising in accounting and legal spheres in both domestic and international environments. Capital gains tax, general income tax, international tax, stamp duty, GST, superannuation and fringe benefits tax all form part of Marc's tax law skill set. This expertise is used to advise ASX-listed companies, private enterprises and high net worth individuals on the commercial and tax implications of structuring, restructuring, acquisitions and sales. - Current at 22 January 2018
Click here to expand/collapse more articles by Marc ROMALDI.

 

This was presented at Misplacing your 'Trust' .

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Individual sessions

Tax effective transferring of assets out of fixed trusts

Author(s):  Andrew SINCLAIR

Materials from this session:


Further details about this event:

 

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