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The trust has served its purpose - now let's get the money out presentation

Published on 28 Aug 04 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

What are the difficult isues in distributing from trusts? This presentation contains a detailed analysis of issues including:

  • winding up trusts
  • what are the dangers when trying to get the money out?
  • effective intervivos capital distributions
  • the complex issues arising from CGT events
  • how can we effectively wind up trusts on death of the main players?

This was also presented by the author at the Small Business Intensive held in Fremantle, WA, on 29 October 2004.

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 Small Business Intensive: Charting a steady course .

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