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Trusts: hot issues presentation

Published on 14 Nov 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • present entitlement under unit trusts
  • losses and the rule in Upton V Browne
  • payments to trustees
  • recent cases - Cajkusic; Pearson; CPT Custodian; Raftland; Di Lorenzo.

Author profile

Dr Mark Robertson CTA
Mark Robertson, CTA conducts an Australia-wide practice specialising in revenue and trust law. Mark is listed as a leading tax QC by Chambers & Partners Asia Pacific and listed as ‘Preeminent’ by Doyle’s Guide. He has appeared for commonwealth and state revenue authorities, Australia’s leading corporate groups, high net wealth individuals, as well as foreign investors in relation to proposed and completed domestic and cross-border transactions (including in estate and family law contexts). - Current at 30 March 2021
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This was presented at Trusts Intensive .

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Individual sessions



All you need to know about distributions

Author(s):  Mark REYNOLDS

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