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Trust cloning – a practitioner’s perspective presentation

Published on 29 Apr 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what trust cloning is
  • when it might be used and by whom
  • what the Australian Taxation Office (ATO) has said about it
  • whether the author considers the ATO to be right and how to work around the ATO's rules.

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging. - Current at 26 September 2017
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Individual sessions

Some CGT aspects of 'trust cloning' - an ATO perspective

Author(s):  Glenn DAVIES

Materials from this session:


Further details about this event:

 

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