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Trusts Day

Published on 13 Jun 2017 | Took place at Crown Perth, Burswood, WA

This event was designed to bring practitioners up to date with the latest developments and topical issues. It was essential for practitioners who administer or provide tax advice concerning discretionary trusts.

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

Individual sessions

Overcoming trust issues

Author(s):  Leon MOK

This paper covers:

  • overview of Division 6
  • present entitlement
  • income of the trust estate
  • the proportionate approach
  • streaming.
Materials from this session:

Building blocks of a trust

Author(s):  Daniel SMEDLEY

This paper covers:

  • understanding the key elements of a modern trust
  • variation.
Materials from this session:

Trusts Splitting - Supplementary paper

Author(s):  Daniel SMEDLEY

This paper covers:

  • life cycle planning with the small business restructure rollover relief
  • new strategies for succession planning and the single discretionary trust.
Materials from this session:

Workshop – Trust deed amendments

Author(s):  Daniel FRY,  Daniel VELTHUIS

This presenation covers:

  • trust deed amendments - issues for consideration
  • power of amendment scope of power
  • power of amendment restrictions - manner and form
  • power of a amendment restrictions - substratum.
Materials from this session: