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Tax planning strategies for trusts


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
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Dr Mark Robertson CTA
Mark Robertson, CTA conducts an Australia-wide practice specialising in revenue and trust law. Mark is listed as a leading tax QC by Chambers & Partners Asia Pacific and listed as ‘Preeminent’ by Doyle’s Guide. He has appeared for commonwealth and state revenue authorities, Australia’s leading corporate groups, high net wealth individuals, as well as foreign investors in relation to proposed and completed domestic and cross-border transactions (including in estate and family law contexts). He has acted for the Commissioner in several s100A cases. - Current at 17 June 2020
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This was presented at Taxation Strategy Conference .

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Individual sessions

Recent cases and rulings

Author(s):  Rod EDMUNDS

Materials from this session:

GST - the practical effect on small business

Author(s):  Darryl SOMERVILLE

Materials from this session:

Individuals and FBT

Author(s):  Mark WEST

Materials from this session:

Succession and estate planning

Author(s):  Richard J FRIEND

Materials from this session:

Tax planning strategies for trusts

Author(s):  Richard J FRIEND,  Mark L ROBERTSON

Materials from this session:

Corporate tax reform

Author(s):  Greg PRATT

Materials from this session:

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