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Trust Losses Case Studies presentation


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

Paul Tanti CTA
Photo of author, Paul TANTI Paul is a partner in the Tax team and has a broad range of experience in providing specialist taxation and commercial advice to a wide variety of clients. His broad base of clients includes legal and accounting firms, private and listed companies, high net worth individuals, and private equity funds. Paul advises on all areas of Federal and State taxation law and related commercial matters. Paul has experience advising across a range of sectors including transport, mining, property sale and development, marketing, public relations, information technology, professional services, and financial services. Paul is a regular speaker on tax and related commercial matters for various professional bodies. He is a member of The Tax Institute, as well as a member (and past President) of the South Australian Divisional Council of Taxpayers Australia Inc, a member of the Law Council of Australia’s Business Law Committee (South Australian Tax Sub Committee), and a member of the South Australian State Taxes Liaison Group. Paul has been recognised by Doyle’s Guide 2015 – 2017 as a pre-eminent tax lawyer in South Australia, and has been recognised by his peers as one of the Best Lawyers in Australia in the area of Tax law (2017 and 2018), and also in Trusts and Estates (2018). - Current at 19 January 2018
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Andrew Sinclair CTA
Andrew Sinclair, CTA 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 private client scenarios. This usually involves discretionary trusts, private companies and the diversity of views that family dynamics deliver. - Current at 22 January 2018
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Peter De Cure FTI
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
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This was presented at Trust Losses .

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Individual sessions

Overview of Trust Loss Provisions

Author(s):  Paul TANTI

Materials from this session:

Further details about this event:


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