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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:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009 Current at 25 March 2009 Click here to expand/collapse more articles by Ken SCHURGOTT.
 

 

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

Materials from this session:







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