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Trusts - Current risk areas paper

Published on 18 Mar 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • trustees resiling from resolutions
  • section 100A - reimbursement agreements
  • trusts mischaracterising property development receipts as capital gains.

Author profiles

Daniel Smedley CTA
Daniel Smedley, CTA enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues". In both 2016 and 2017, Daniel was named one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer in 2016 and 2017. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 21 September 2018
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Patricia Mendes Martins FTI
Patricia is a Legal Project Manager with Sladen Legal. - Current at 31 October 2017
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Renuka Somers
Renuka holds a Master of Commerce (Accounting). Renuka has written articles for Taxation in Australia on taxation issues associated with discretionary trusts and testamentary trusts and has also presented on the taxation of trusts. She is also a member of the Law Institute of Victoria's Tax Discussion Group. Renuka's principal areas of practice are: federal taxation - income tax, capital gains tax, Div 7A, consolidation and restructures; state taxation; business structuring; partnerships and service trusts; estate planning; and asset protection. Renuka applies her advanced knowledge of taxation law to advise clients on complex state and federal taxation issues associated with restructures and domestic and cross-border transactions for companies, trusts and consolidated groups. She also advises on asset protection and estate planning issues, with a focus on the taxation implications. Renuka joined Sladen Legal in 2006, having previously worked in the tax consulting divisions of two large accounting firms and in-house at a large legal firm. In 2010 and 2011, Renuka was also an executive director of the Eating Disorders Foundation of Victoria Inc, holding voluntary positions which involved corporate governance and strategic planning. - Current at 01 June 2016
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This was presented at 30th National Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions









The Income Tax Assessment Acts: Statutes in senescence

Author(s):  AH (Tony) SLATER

Materials from this session:




The latest on the ATO’s management of tax audits and disputes

Author(s):  Damien BROWNE,  Ashley KING

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