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Tax effective transferring of assets out of discretionary trusts presentation


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:

Author Photo - Marc Romaldi CTA
Marc Romaldi CTA
Marc's tax law experience comes from over 14 years 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. Marc's customer base appreciates his ability to understand their business, distil complex legal issues and achieve practical outcomes. Those customers come from a variety of industries, with Marc having particular expertise in the pharmacy and property industries. Current at 18 May 2015 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

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