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The shifting trust relationship presentation
Published on 28 Jul 06 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
Trusts may be in?nitely varied (subject to the terms of the Deed). It is usually taxes which obstruct the effective and ef?cient restructure of commercial and family trust arrangements. The Commonwealth allows signi?cant leeway in restructuring trusts for ef?cient operation. The stamp duty regimes pose the main obstacles. This presentation covers:
- tweaking trust relationships for succession planning purposes
- splitting, cloning and resettling
- get it wrong and it can be doubly costly
- the legislative basis for a dutiable resettlement.
Author profile
Kenneth Schurgott CTA-Life
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 01 October 2019
This was presented at Sixth Annual States' Taxation Conference .
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Individual sessions
Payroll tax - how wide is the net and what is in it?
Author(s): Kevin LOCKMaterials from this session:
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Climate change law - state taxation issues
Author(s): Amrit MACINTYREMaterials from this session:
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Preventing avoidance of state and territory taxation - new traps for old players
Author(s): James D MERRALLSMaterials from this session:
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Valuation and state taxes
Author(s): Wayne LONERGANMaterials from this session:
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State taxes: case update
Author(s): Fiona HALSEY, Daniel STEINMaterials from this session:
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State taxes update
Author(s): Jim RICHARDSMaterials from this session:
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Dealing with state taxes
Author(s): The Hon. Justice Ian GZELLMaterials from this session:
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Land tax on trusts - the Victorian model
Author(s): Chris FURNELL, Grant PARSONSMaterials from this session:
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The shifting trust relationship
Author(s): Ken SCHURGOTTMaterials from this session:
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The move to electronic land dealings: a national approach
Author(s): Simon LIBBISMaterials from this session:
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The contingency principle - alive and well under the Duties Act?
Author(s): John CARAVOUSANOSMaterials from this session:
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Mixed bag of pay-roll tax lollies
Author(s): Fiona ELLIOTT, Rod RICHARDSON, Bob SMITHMaterials from this session:
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Land rich - hidden riches
Author(s): Campbell RANKINEMaterials from this session:
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