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Trust Losses Case Studies presentation

Published on 26 Aug 03 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

These case studies explore the following issues:
- family trust election / interposed entity election - when, which, why
- family trust distribution tax
- strategies to use trust losses
- income injection test
- family law / succession problems with test individual.

This presentation was also given by Steve Magor at the Trusts - Distributions and Losses seminar held in Darwin on 26 September 2003.

Author profiles:

Peter De Cure
Peter is a Partner at KPMG and has gained extensive tax and business consulting experience over a 20 year career, including providing advice and assistance in relation to initial public offerings, private equity investors, friendly and hostile takeovers and corporate restructuring. His experience covers property investment, retirement villages, manufacturing and retailing consumer goods and heavy industry and technology Current at 31 August 2010 Click here to expand/collapse more articles by Peter DE CURE.
 
Andrew Sinclair CTA
Andrew is a partner in Cowell Clarke's Tax & Revenue practice group. As a tax and superannuation specialist with over 25 years' experience, his qualifications are in law and as a Chartered Accountant. With a broad knowledge of corporate and business law, Andrew has specialist expertise in supporting clients with tax effective structures and tax planning. He provides tax advice across CGT, GST and stamp duty, in matters involving restructures, privatisations, asset acquisitions and disposals. Andrew also advises clients on superannuation law including structuring, allowable investments, pension and succession strategies. Andrew actively supports the education and development of other practitioners in his field, providing both in-house and external presentations on taxation matters within South Australia and interstate. He is former chairman of The Tax Institute. Andrew's passion extends beyond law into sport. He is the current President of the South Australian Cricket Association (SACA). Current at 01 June 2016 Click here to expand/collapse more articles by Andrew SINCLAIR.

Author Photo - Paul Tanti CTA
Paul Tanti CTA
Paul Tanti is a Partner in the Thomson Geer Lawyers tax team and has a wide range of experience in providing taxation and commercial advice to a variety of clients. Paul also advises a number of legal and accounting firms on all areas of federal and state taxation law and related commercial matters. Current at 10 February 2016 Click here to expand/collapse more articles by Paul TANTI.

This was presented at Trust Losses.

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

Individual sessions

Overview of Trust Loss Provisions

Author(s):  Paul TANTI

Materials from this session:


Further details about this event:

 

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