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Trust deeds and other matters presentation

Published on 09 Oct 08

This presentation covers:

  • ATO position on trust cloning
  • recent changes to trust loss election rules
  • defining classes of beneficiaries for flexibility
  • preparing the trust distribution minute - some tips and traps
  • disclaiming a benefit after Pearson and Ramsden
  • defining income in the trust deed after Cajkusic
  • resettlements and the Statement of Principles.

Author profile:

A Senior Associate at Clayton Utz Brisbane, John specialises in revenue and corporate law. He has provided legal advice in respect of the structuring, restructuring, purchase and sale of businesses and entities of all types. With particular experience in CGT planning for the sale of businesses, he also practices in stamp duty, GST, and general tax.
Current at 9 October 2008 Current at 15 December 2008 Click here to expand/collapse more articles by John MIDDLETON.


This was presented at Tax Intensive .

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