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Tax planning strategies for trusts


This powerpoint presentation discusses tax planning strategies for trusts.

Author profiles:

Author Photo - Mark Robertson CTA
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 02 June 2015 Click here to expand/collapse more articles by Mark L ROBERTSON.
Author Photo - Richard Friend CTA
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. Since 2006, he has operated a tax consulting business through Balena Tassa Pty Ltd. Richard has developed particular expertise in all aspects of structuring for tax, investment planning, superannuation and estate planning for SME and high net worth clients. Most of this work is done by way of consulting to, and providing training for, accountants and lawyers who operate in these areas. Current at 19 September 2016 Click here to expand/collapse more articles by Richard J FRIEND.

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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