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Tax planning strategies for trusts

Tax planning strategies for trusts

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 06 Oct 98 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses tax planning strategies for trusts.

Author profiles

Richard Friend CTA

Richard spent most of the first 23 years of his professional career in Brisbane in the tax practice of Andersen and then Ernst & Young. He now operates a tax consulting business through Balena Tassa Pty Ltd. Richard has particular expertise in tax and related structuring issues for the private client market. Most of his work is done by way of consulting to, and providing training for, accountants and lawyers around Australia who operate in these areas. - Current at 19 May 2017

More by Richard J FRIEND

Real property tax issues paper - 25-August-2016
What is the price of success and what can you do about it? paper - 26-May-2016
Structuring for the small business concessions: Getting it right from the start paper - 26-March-2014
Tips, tricks and traps paper - 23-October-2012
Tips & traps with the SBE test for the CGT concessions paper - 02-March-2011
Division 7A: The end of life as we know it paper? - 03-June-2010
Liquidations paper - 18-May-2010
Some of the “other” CGT concessions paper - 06-August-2009
CGT small business concessions paper - 21-May-2009
CGT small business concessions paper - 22-November-2008
Investing within the SIS environment paper - 31-July-2008
Feathering the nest – The CGT business concessions paper - 16-May-2008
The use of unit trusts and other property strategies paper - 17-July-2007
The new superannuation paradigm paper - 18-May-2007
SMSFs - investing in property paper - 23-August-2006
Using superannuation monies for geared property investments - 01-March-2006
Family trust elections - 04-August-1998
Family Trust Elections - Case Studies - 04-August-1998
Capital gains tax update - 28-April-1995
Capital gains tax update - 01-January-1993
Capital gains tax - 01-January-1990

Click here to expand/collapse more articles by Richard J FRIEND.

Dr Mark Robertson CTA

Mark is a Queen’s Counsel with chambers in Brisbane and Sydney. He has appeared in many anti-avoidance cases Australia-wide for taxpayers and for the Commissioner. - Current at 24 May 2017

More by Mark L ROBERTSON

Fraud or evasion paper - 18-March-2015
What you need to know about contemporary issues impacting private business at the moment paper - 26-April-2013
GST ruling system in practice paper - 06-September-2012
Valuations in the revenue context paper - 14-March-2012
The journey of Part IVA paper - 10-February-2011
Bamford v Federal Commissioner of Taxation paper - 05-March-2010
Bamford paper - 19-November-2009
Current issues in the taxation of trusts paper - 14-March-2008
Trusts: hot issues paper - 14-November-2007
Penalties in the GST world paper - 26-October-2007
Recent developments in the taxation of trusts paper - 03-August-2007
A disregard of the law - Commissioner of Taxation v Indooroopilly Children Services (Qld) Pty Ltd - 01-June-2007
The Operation of the GST Anti-Avoidance Provisions Following the Decision in VCE paper - 25-May-2007
Changes to trusts leading to the creation of a new trust estate: principles to be applied by the ATO paper - 06-December-2006
Trusts - review your strategies convention paper - 05-June-2004
Trusts and Divorce: the new 109UB seminar paper - 27-May-2004
Trusts & Interest - Issues that Demand Attention - Now! seminar paper - 09-February-2004
Practical Issues in Objection and Appeal Procedures - Stamp Duty and Payroll Taxes seminar paper - 24-July-2003
Year end issues: trusts - 30-April-2002
Dealing with the Commissioner - 27-July-2001
Loans - The Need to Restructure - 18-May-2001
CGT: Minimising Capital Gains Tax in the Tax Reform Structure - 11-May-2001
Capital Gains Tax: Minimising Capital Gains Tax in the Tax Reform Structure - 24-March-2001
Loans and FBT: Nexus with Employment Contracts - 01-March-2001
Trusts - Estate Planning Issues within Entity Legislation - 17-February-2001
Capital Structure of Trusts - 12-February-2001
Loans & FBT - The nexus with employment contracts - 12-February-2001
CGT Rollovers for Small Business - 03-November-2000
Division 7A - 08-September-2000
Entity taxation - 15-February-2000
Resettlements,division 7A and trusts and ultimate beneficiary reporting requirements - 22-October-1999
Trusts - why the Commissioner is right! - 01-October-1999
Trusts resettlements: Changes trusts leading to the creation of a new trust estate - 26-August-1999
Trusts resettlements: Changes trusts leading to the creation of a new trust estate - 26-August-1999
Resettlements, Division 7A, trusts, ultimate beneficiary reporting requirements - 26-August-1999
Don't lose your trust - 21-April-1999
Division 7A - 12-April-1999
GST basic framework - 18-February-1999
Don't lose your trust - 24-November-1998
Taxation planning strategies - 06-October-1998
Recent developments - Orica and Bellinz - 25-August-1998
Recent Developments: Orica & Bellinz - 25-August-1998
Section 108: the amendments and consequences - 09-February-1998
Section 108: new tax legislation pending: take action now - 06-November-1997
Section 108: Income Tax Assessment Act 1936: Existing & proposed legislation - 05-November-1997
Companies and Trusts - 06-September-1997
Companies & Trusts - 05-September-1997
Companies & Trusts - 05-September-1997
Section 108 ITAA: debit loans accounts before and after the Budget - 30-May-1997
Debit loan accounts section 108 - 03-March-1997
Out of the Red: Part IVA: the provisions revisited ; Discretionary trusts: an illusory problem - 01-September-1996
Resident companies and trusts - 09-August-1996
Discretionary trusts: an illusory problem - 01-August-1996
Instruments of variation of beneficiaries: the revenue has tripped over Lord Simonds' foot - 01-March-1996
Debit loan accounts - a dilemma - 01-January-1996
Beneficiaries' rights re-examined: a sterile debate takes on practical significance - 01-October-1995
Section 108 ITAA - loans to shareholders and associates deemed to be dividends - 29-August-1995
Anti-avoidance provisions: Part IVA - 01-October-1991

Click here to expand/collapse more articles by Mark L ROBERTSON.

This was presented at Taxation Strategy Conference .

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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