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Trusts and professional practices presentation

Published on 26 Mar 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • key issues for clients to consider
  • relevant professional rules
  • discretionary, fixed and hybrid trusts
  • CGT event E4
  • service trusts
  • TR 2010/3 and PS LA 2010/4
  • discretionary trusts - Asset protection issues.

Author profile

Will Fennell
Will is Special Counsel at Piper Alderman whose practice focusses on providing specialist taxation, revenue and superannuation advice to commercial, corporate and private clients. Will advises on a range of Federal and State tax matters in both a general advisory and disputes context. Will is also completing a Master of Tax at Melbourne University. - Current at 15 February 2017
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This was presented at Professional Practices Day .

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