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2017 SA Trusts Day

Published on 01 Dec 2017 | Took place at Adelaide Convention Centre, Adelaide, SA

This event covered the following:

  • tax issues with deceased estates
  • trusts for children
  • unit trusts – current issues
  • exploring different and non-conventional trust strategies
  • cross border challenges
  • avoiding resettlement
  • the ATO on Trusts.

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

Individual sessions

Unit trusts – Current issues

Author(s):  Paul INGRAM

This paper covers:

  • fixed trusts
  • CGT issues
  • stamp duty issues
  • widely held trusts.
Materials from this session:

Cross border challenges

Author(s):  Daniel Marateo,  Peter SLEGERS

This paper covers:

  • national issues
  • foreign resident issues.


Materials from this session:

Trusts for Children: Strategies for transferring assets to the next generation

Author(s):  Phil Shepherd,  Andrew Liu

This paper covers:

  • the facts
  • developing a strategy
  • special disability trusts.


Materials from this session:

The ATO on trusts

Author(s):  Simon HAINES

This presentation covers:

  • Division 6 manipulation
  • reimbursement agreements – section 100A
  • foreign trusts – section 99B
  • umbrella and split trusts
  • vesting.
Materials from this session:

Tax issues with deceased estates

Author(s):  Tom Pledge

This paper covers:

  • Division 118
  • charitable bequests
  • life estates.
Materials from this session: