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Trust vesting and distributions presentation

Published on 07 Jun 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Tax effective vesting of trusts demands a particular attention to the interplay of trust law, income tax and stamp duty. This presentation covers these issues in the context of private trusts, whether holding passive assets or conducting a business. Topics covered include:

  • discretionary trusts
  • unit trusts
  • the CGT E events
  • in specie distributions.

Author profile:

Ken SCHURGOTT
Ken is a tax and commercial law partner in the Sydney office of SBN Lawyers. He has extensive experience in all aspects of tax (including State taxes) as well as business structuring, asset protection, succession planning and trust and estate law. Ken is a National Councillor of the Tax Institute and a member of the NSW Divisional Council and Education Committee. He is also a member of the Advisory Panel to the Board of Taxation and has recently been involved as a member of the Working Group on Managed Investment Trusts.
Current at 13 January 2009 Current at 25 March 2009 Click here to expand/collapse more articles by Ken SCHURGOTT.
 

This was presented at Trust Vesting & Distributions .

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Individual sessions

June 2007 tax update

Author(s):  John ROSSKELLY

Materials from this session:

Trust vesting and distributions

Author(s):  Ken SCHURGOTT

Materials from this session:

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