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The state of trust taxplay presentation


This presentation covers:

  • trust distribution decisions guided by Bamford
  • practical aspects of TR2009/D8 about UPEs
  • practical aspects of the lifestyle asset amendments
  • residual issues.

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 chaired the Noosa Tax Intensive from 2005 to 2007 and was on the Organising Committee for a longer period. He was National President of the Institute in 2012. - Current at 04 January 2018
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This was presented at 3rd Annual Tax Forum .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Budget review - Setting the scene for the future

Author(s):  Matt HAYES,  Tony MULVENEY

Materials from this session:

Structuring a professional practice

Author(s):  Greg HAYES

Materials from this session:

Update on deductibility under section 8.1

Author(s):  Mark FRIEZER

Materials from this session:

Role of accounting standards in TOFA

Author(s):  Tracey RENS

Materials from this session:

Implementing TOFA in a large corporation

Author(s):  Mark BRADFORD,  Gavin MARJORAM

Materials from this session:

Tax administration without borders

Author(s):  Howard ADAMS,  Glenn WILLIAMS

Materials from this session:

Further details about this event:


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