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Trusts - The final frontier presentation

Published on 10 Jul 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is a trust?
  • why use trusts?
  • types of trusts
  • administrative treatment of trusts
  • reviewing trust deed
  • section 95, 1936 Act
  • section 97, 1936 Act
  • current tax issues
  • succession planning issues
  • distribution of income
  • other issues.

Author profile:

Eugene BERKOVIC
Eugene joined GMK Centric (formerly Gaddie Metz Kahn) in 1999 to establish the firm’s taxation division. His knowledge of tax legislation makes him a recognised authority within the profession and essential advisor to many of the firm’s clients. His areas of expertise include mergers and acquisitions, restructuring and other high level transactions. Prior to joining GMK Centric, Eugene established and led the tax consulting practice at Webb Martin, an organisation that provides taxation training exclusively to other accountants. This role gave Eugene an insight into the issues that are pertinent to practitioners dealing with small to medium sized clients, and made him aware of some of the areas where accounting firms commonly let their clients down. Excellence in client service has since become a passion of Eugene’s. Before this, Eugene spent over nine years at Ernst & Young, advising a broad range of clients across the property, franchising, IT and retail sectors
Current at 24 June 2008 Current at 24 July 2008 Click here to expand/collapse more articles by Eugene BERKOVIC.
 
Individual sessions

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