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Where does the trust go now presentation?

Published on 10 Feb 10 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is a trust?
  • why use a trust?
  • what is trust income?
  • capital gains
  • present entitlement
  • what is trust income?
  • what is a 'share' of the income?
  • PSLA 2009/7
  • what can advisors do?

Author profile:

Julie Van Der Velde CTA
Julie Van der Velde has over 15 years' experience advising South Australian businesses. Her legal practice is focused on taxation and commercial law. Julie acts for clients in business restructures, acquisitions, disposals and mergers specialising in SME tax and commercial issues. She has significant expertise in business succession planning and intergenerational transfers, particularly for high net worth individuals. Julie has practised in both accountancy and law and also facilitates on the Law Society of South Australia's GDLP program and tutors in Equity at the University of Adelaide. Current at 17 August 2016 Click here to expand/collapse more articles by Julie VAN DER VELDE.
 
Individual sessions

Where does the trust go now?

Author(s):  Julie VAN DER VELDE

Materials from this session:

Further details about this event:

 

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