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Update on trust cases presentation

Published on 13 Nov 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers a range of recent cases concerning trust law and tax law, including:

  • recent income tax cases concerning trusts
  • the approach of the state courts when dealing with trusts in stamp duty cases – do the state courts depart from their federal counterparts to any meaningful extent?
  • recent trust law cases, their application to tax and key points for practitioners.

Author profile:

Chris Ardagna CTA
Chris is a Lawyer at Schurgott, Noolan Ardagna Pty Ltd specialising in all areas of taxation. He acts primarily for high-wealth individuals and large private groups, and has a particular focus on the property industry, advising clients on all aspects of property transactions, both in Australia and internationally. Chris also has expertise in dealing with the revenue authorities in terms of ruling applications, the conduct of audits, objections and settlement negotiations. Chris has been a director of Schurgott Noolan Ardagna for two years. Prior to that he was a Partner at Pitcher Partners. Current at 16 October 2014 Click here to expand/collapse more articles by Chris ARDAGNA.
 

This was presented at Conquering Trusts.

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