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Winding up trusts discretionary & unit trusts presentation

Published on 12 Feb 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

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
 

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:

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