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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 is a Tax Partner at Mutual Trust with over 30 years experience in tax, asset protection, estate and succession planning, FBT and salary packaging. Paul specialises in advising high-wealth families and closely held businesses as well as many accounting and law firms. Paul teaches in the Masters program in the Law School at the University of Melbourne and has been involved in consultation with both federal and state governments on a variety of tax matters. Paul also contributes to The Tax Institute’s book, Estate and Business Succession Planning. - Current at 12 April 2017
Click here to expand/collapse more articles by Paul HOCKRIDGE.

 

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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