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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:

Author Photo - Kenneth Schurgott CTA-Life
Kenneth Schurgott CTA-Life
Ken is a Tax and Commercial Law Director of Schurgott & Co Lawyers and Special Counsel with Brown Wright Stein Lawyers, Sydney. He has extensive experience in all aspects of tax (including state taxes and litigation), as well as business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken has been, until recently, a member of the Advisory Panel to the Board of Taxation and heavily engaged in ongoing consultation in relation to the reform of the taxation of trusts and trust issues generally. Current at 28 July 2016 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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