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Effective trust distribution strategies


Through a series of case studies, this article considers some of the typical trust distribution strategies adopted by private groups. This article is presented in the context of an environment where an unprecedented degree of diligence is required to ensure the effectiveness of any distribution strategy.

Author profiles:

Author Photo - Peter Slegers CTA
Peter Slegers CTA
Peter is a Partner at Cowell Clarke and heads up the firm's Tax & Revenue Group. He provides specialist tax advice to public accountants and a wide range of corporate and medium to large family businesses as well as high net worth taxpayers. Peter has had a significant involvement with trust structures throughout his career and is the author on topical tax issues in CCH Tax Week and Taxation in Australia. Peter has a Master's degree in Taxation Law and is a member of The Tax Institute's State Council. Current at 05 August 2015 Click here to expand/collapse more articles by Peter SLEGERS.
Michael Chrisohoou CTA
Michael is an associate in Cowell Clarke's Tax & Revenue Group. Michael has a particular interest in providing tax advice in relation to real property transactions and working with accountants and business owners in the SME market. Michael also has broad experience in general commercial matters including structuring for acquisitions, business sales, share and unit sales and contract reviews. Michael is also currently a member of the Tax Institute's education committee. Current at 02 April 2014 Click here to expand/collapse more articles by Michael Chrisohoou.
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