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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 of GMK Partners heads the 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. - Current at 01 July 2014
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