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Trusts and asset protection presentation

Published on 19 Nov 09 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • trust interests as property of others
  • property on trust
  • equitable interests
  • trust interests of the bankrupt
  • power of appointment
  • claims against retired trustee
  • recovering trust distributions
  • the reach of richstar (no 6)
  • Kennon v Spry.

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 Intensive .

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Individual sessions

Bamford

Author(s):  Mark L ROBERTSON

Materials from this session:



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