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Trust distributions: The practical issues presentation

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 heads Cowell Clarke’s Tax & Revenue Group. Peter advises and acts for a wide range of public and private companies, as well as the trustees of SMSFs. His areas of expertise include income tax (as it impacts on business and high net worth clients), CGT, GST, state taxes and superannuation law. Peter also undertakes succession planning work and is involved in significant business restructures. Regularly involved in advising SMSF trustees on issues associated with superannuation income streams, he is the co-author of The Tax Institute title, SMSF Income Stream Guide. - Current at 06 June 2017
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This was presented at Trust Busting (Including Bamford) .

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

Individual sessions

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

Author(s):  Marc ROMALDI

Materials from this session:



Further details about this event:

 

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