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Navigating the trustee’s annual minefield paper

Published on 17 Jun 21 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Distributing income of the trust estate and the net income
  • Streaming franking credits and capital gains
  • Section 100A and the coming tsunami
  • Issues for family trusts and their interposed entities
  • The obligations of closely held trusts.

Author profiles

Paul Sokolowski CTA
Photo of author, Paul SOKOLOWSKI Paul Sokolowski, CTA, is a partner at Arnold Bloch Leibler, and is the national leader of the firm’s taxation practice. Paul advises clients, including high-net-worth individuals, large private groups and public entities in tax reviews, audits, disputes and litigation, and in domestic and international transactions. Paul is a regular speaker and writer for the Tax Institute, and other organisations and publications. He actively contributes to tax policy, legislative, technical and administrative development and debate. In March 2019, Paul won The Tax Institute’s 2019 Chartered Tax Advisor of the Year Award. - Current at 16 December 2020
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Mark Macrae CTA
Mark is a senior associate in the taxation group at Arnold Bloch Leibler and provides technical and strategic tax advice to a range of clients including high-net-worth individuals, large private groups, public entities and not-for-profits. Mark’s practice focuses on managing all stages of Tax Office audits and disputes, as well as advising on income tax, GST, and foreign investment laws. - Current at 16 August 2021
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Kaitilin Lowdon ATI
Kaitilin Lowdon, ATI, is a Senior Associate in the market-leading taxation practice of Arnold Bloch Leibler. Kaitilin has acted on a variety of high-profile and complex tax audits and disputes with the ATO, advising clients on all stages of the dispute process, including negotiation outcomes with the ATO. Kaitilin advises a range of clients, including high net wealth individuals, some of Australia’s largest family groups and public companies. - Current at 16 December 2020
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