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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:

Author Photo - Kenneth Schurgott CTA-Life
Kenneth Schurgott CTA-Life
Ken is a Tax and Commercial Law Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally. Current at 28 July 2016 Click here to expand/collapse more articles by Ken SCHURGOTT.
 

This was presented at 17th National Tax Intensive Retreat: Extracting Value.

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

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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