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Winding up trusts discretionary & unit trusts presentation


This presentation covers:

  • why would you want to wind up a trust?
  • winding up trusts is different from winding up companies
  • there are consequences when a trust vests
  • how do you go about winding up a trust?
  • trustee responsibilities on vesting
  • practical order of events if a trust vests
  • income tax
  • CGT consequences
  • discretionary trusts.

Author profile

David Montani CTA
David is a Director at Nexia Perth with over 20 years of experience in taxation and business advisory. David leads Nexia Perth’s Tax Consulting Division; a small group of specialist advisers dedicated solely to business and corporate tax advice. Particular areas of specialty include business re-structures, property transactions, CGT, Division 7A and business sales. A significant part of David’s business is providing specialist tax advice to other accounting firms on behalf of their clients under the Nexia Tax Alliance. David’s approach is to deliver solutions-based outcomes that assist clients in making important decisions concerning their businesses. He also regularly delivers specialist tax training to member firms of the Nexia Tax Alliance. - Current at 01 January 2014
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This was presented at Exiting structures for SME's .

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Individual sessions

Winding up trusts discretionary & unit trusts

Author(s):  David Montani

Materials from this session:

Members voluntary liquidation

Author(s):  Kim Wallman

Materials from this session:

Further details about this event:


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