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Perpetuity periods, vesting dates and winding up a trust paper

Published on 20 May 15 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • vesting
  • practical implications of vesting
  • tax consequences and issues when a trust vests
  • extending the vesting date.

Author profiles

Andrew O'Bryan CTA
Andrew is a Partner at Hall & Wilcox Lawyers and provides advice on the application of a wide range of taxation. He has substantial knowledge of taxation and commercial practice and advises his clients on income tax, capital gains tax, tax audits and reviews, fringe benefits tax, business structuring and transactions, liquidations and reconstructions, superannuation, retirement planning, business succession, estate planning, and philanthropy. Andrew advises accounting and legal firms on their clients’ affairs. He also draws clients from industry, commerce and high-net-worth private family groups. One of his main interests is advising private business owners on the transition of management and control of family businesses to the next generation. Andrew has been recognised in the The Best Lawyers in Australia in Tax Law every year since 2014 and is a leading tax lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 12 November 2019
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William Moore
William is a Wills, estates and succession planning lawyer at Hall & Wilcox Lawyers. He provides regular advice to clients around personal and business succession planning (including preparation of complex Wills and powers of attorney), estate administration, estate disputes, and trust advice (including establishment, ongoing control, variations, resettlements and vesting issues). William has close to 15 years experience and is a member of the Law Institute of Victoria and the Society of Trust and Estate Practitioners. - Current at 02 June 2020
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Jacinta Bolzonello

 

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