shopping_cart

Your shopping cart is empty

  • Home
  • Trust distributions: The practical issues presentation

Trust distributions: The practical issues presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 04 Aug 09 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • first principles, concepts and terminology
  • dealing with excess tax net income - Bamford decision
  • pitfalls when income streaming
  • drafting distribution minutes - practical pointers.

Author profile

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers, LLB (Hons), MTax, CTA Partner Cowell Clarke Peter heads Cowell Clarke's tax and revenue practice group. Peter advises and acts for a wide range of public and private companies as well as for the trustees of self managed superannuation funds. Peter’s areas of expertise include: income tax (as it impacts on business and high net worth clients); capital gains tax; goods and services tax; state taxes and superannuation law. Peter also does succession planning work and is involved in significant business restructures. Peter is regularly involved in advising SMSF trustees on issues associated with superannuation income streams. Peter has a master’s degree in taxation from the University of NSW – ATAX School. Peter is also a member of the Australian Institute of Company Directors and the SMSF Professionals Association of Australia Ltd. Peter is a member of the Tax Institute’s South Australian State Council. - Current at 19 July 2017
Click here to expand/collapse more articles by Peter SLEGERS.

 

This was presented at Trust Busting (Including Bamford) .

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

Individual sessions

Protecting discretionary trusts following Richstar, Cummins and Spry

Author(s):  Michael BUTLER

Materials from this session:

Can’t Clone – what now? Succession planning for trusts

Author(s):  Marc ROMALDI

Materials from this session:

Unscrambling the egg: Current tax and trust issues in family law

Author(s):  Arlene MACDONALD

Materials from this session:

Trust distributions: The practical issues

Author(s):  Peter SLEGERS

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse

 

 

About us

Contact us

State Office Contacts

Connect

About Us | Contact Us | Help | Privacy, Copyright and Disclaimer | Conditions of Use | Sitemap | Social Media

© 1996-2017 The Tax Institute (ABN 45 008 392 372 (PRV14016)) All rights reserved.The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.