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The ATO’s new era in trusts presentation

Published on 17 Jun 10 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • case law pre-Bamford
  • old trust issues
  • Section 97
  • Bamford
  • issues - trust deeds
  • ATO concerns
  • ATO response 2 June
  • ATO DIS
  • streaming
  • read the deed
  • year end distribution issues.

Author profile

Julie Van der Velde CTA
Julie Van der Velde is the principal of a specialised commercial law firm, VdV Legal and has degrees in Business and Law and a Masters of Taxation Law. With over 20 years' experience advising South Australian businesses her practice focuses on taxation and trust law with an emphasis on estate planning, tax planning, business structuring, business succession and intergenerational transfers. Julie is the Taxation Institute’s SME Chartered Tax Adviser for 2017 and is listed as a recommended Wills, Estates and Succession Planning lawyer in Doyle’s Guide 2017. - Current at 22 November 2017
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The ATO's new era in trusts

Author(s):  Julie VAN DER VELDE

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