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Trusts as a threshold issue presentation


Trusts as a threshold issue – the uncertainties and what you need to know for 2013 including:

  • what is changing, what is not, why and does it matter?
  • division 6 re-write and will it deal with the UPE position?
  • fixed trusts or not, and does it matter for the most part?
  • are trusts still the vehicles of choice for private business?

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 2013 Private Business Tax Retreat .

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Tax policy update

Author(s):  Robert JEREMENKO

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