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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

Kenneth Schurgott CTA-Life
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken chaired the Noosa Tax Intensive from 2005 to 2007 and was on the Organising Committee for a longer period. He was National President of the Institute in 2012. - Current at 04 January 2018
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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:

Further details about this event:

 

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