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The trust has served its purpose - Now let’s get the money out presentation

Published on 28 Aug 09 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • introducing the E events
  • Bamford implications
  • discount and section 115-45
  • discretionary trusts E5, E6 and E7
  • Section 99B
  • the C2/E4 anomaly
  • Bamford and small business concessions
  • hybrid trusts
  • review of MITs.

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 17th National Tax Intensive Retreat: Extracting Value .

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Individual sessions

Recent developments relating to discretionary trusts - getting money out of trusts against the wishes of the trustee & appointor

Author(s):  Lisa HESPE

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