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Tax effective transferring of assets out of fixed 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
  • E4 issues - what is the problem and how can it be avoided
  • in specie distributions and the E Events
  • case studies illustrating tax effective transfers.

Author profile:

Andrew SINCLAIR
Current at 26 May 2009 Click here to expand/collapse more articles by Andrew SINCLAIR.
 

 

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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