Published on 17 Jun 10
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- case law pre-Bamford
- old trust issues
- Section 97
- issues - trust deeds
- ATO concerns
- ATO response 2 June
- ATO DIS
- read the deed
- year end distribution issues.
Julie Van Der Velde CTA
Julie Van der Velde has over 15 years' experience advising South Australian businesses. Her legal practice is focused on
taxation and commercial law. Julie acts for clients in business restructures, acquisitions, disposals and mergers specialising in SME tax and commercial issues. She has significant expertise in business succession planning and intergenerational transfers, particularly for high net worth individuals. Julie has practised in both accountancy and law and also facilitates on the Law Society of South Australia's GDLP program and tutors in Equity at the University of Adelaide.
Current at 17 August 2016
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