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Tax effective transferring of assets out of fixed trusts presentation


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 CTA
Andrew is a partner in Cowell Clarke's Tax & Revenue practice group. As a tax and superannuation specialist with over 25 years' experience, his qualifications are in law and as a Chartered Accountant. With a broad knowledge of corporate and business law, Andrew has specialist expertise in supporting clients with tax effective structures and tax planning. He provides tax advice across CGT, GST and stamp duty, in matters involving restructures, privatisations, asset acquisitions and disposals. Andrew also advises clients on superannuation law including structuring, allowable investments, pension and succession strategies. Andrew actively supports the education and development of other practitioners in his field, providing both in-house and external presentations on taxation matters within South Australia and interstate. He is former chairman of The Tax Institute. Andrew's passion extends beyond law into sport. He is the current President of the South Australian Cricket Association (SACA). - Current at 30 August 2017
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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:

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