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Ultimate Beneficiary Statements by Closely Held Trusts


This paper discusses the concept of closely held trusts and ultimate beneficiary statemetns and well as service unit trusts and trustee and director liabilities for such trusts.

Author profile:

Graeme Halperin CTA
Graeme Halperin, CTA, of Halperin and Co, is a Barrister and Solicitor specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. Graeme has been a regular speaker for The Tax Institute for many years. He is a former Chairman of the Victorian Professional Development Committee, Melbourne Breakfast Club and State Convention Committee, and served two terms on the Victorian State Council. He has also been a member of the SME, State Revenue and Superannuation subcommittees. Graeme also participated in NTLG Trust subgroup discussions on the draft Bamford decision impact. Current at 04 August 2016 Click here to expand/collapse more articles by Graeme HALPERIN.

This was presented at Red Series: Trust Taxation Masterclass.

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Individual sessions

Implications of Ralph Reforms

Author(s):  Ray CUMMINGS

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Trust Resettlements

Author(s):  Ada MOSHINSKY

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Ultimate Beneficiary Statements

Author(s):  Graeme HALPERIN

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Anti-Avoidance Provisions: Loss Recoupment

Author(s):  John W DE WIJN

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