Your shopping cart is empty
The use of special purpose trusts in estate planning - Part I
Published on 01 May 07 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE
In light of fundamental changes to the taxation regime and the expanding wealth of Australia’s aging population, there is a growing need for estate planning to utilise appropriate structuring. This article focuses on the use of special purpose trusts in the estate planning process.
The second part of this article appears in the June 2007 edition of Taxation in Australia.
The paper in its entirety was originally presented on 16 March 2007 at the 22nd National Convention held in Hobart. It was subsequently presented on 3 August 2007 at the Queensland State Convention held in Surfers Paradise.
Author profile
Matthew Burgess CTA

This was presented at Queensland State Convention: Reach for the Stars .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Superannuation: the new regime
Author(s): Allan MCPHERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Infrastructure taxation: Division 250
Author(s): Neil WARDMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
International tax and the new CGT exposures
Author(s): Ken SPENCE, Richard SHADDICKMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Property and tax issues
Author(s): Russell BEERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
The Commissioner's access guidelines
Author(s): David BLOOMMaterials from this session:
-
insert_drive_file
GST: a simple tax in a complex world
Author(s): Damian WELSHEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Corporate trusts and trading trusts
Author(s): Mark MolesworthMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Small business CGT concessions
Author(s): Ash CHOTAIMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Projects in Australia
Author(s): Michelle BOUTIN, Shelley WESTBURYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Insolvency issues
Author(s): Craig BOWIEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Research and development update
Author(s): Adrian CARROLL, Malcolm HALLMaterials from this session:
-
insert_chart
Latest restructuring strategies
Author(s): Michael CLOUGH, Daniel SNYDERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Doing business with Chindia
Author(s): Johanna ROCHE, Qing LIMaterials from this session:
-
insert_chart
The courts, tax and commercial litigation
Author(s): The Hon. Justice Ian GZELLMaterials from this session:
-
insert_drive_file
The use of special purpose trusts in estate planning
Author(s): Matthew BURGESSMaterials from this session:
-
insert_drive_file
- insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $56.80
Recent developments in the taxation of trusts
Author(s): Mark L ROBERTSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement