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Perpetuity periods, vesting dates and winding up a trust paper

Perpetuity periods, vesting dates and winding up a trust paper

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Non Member Price: $75.00

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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

William Moore

William is a Wills, estates and succession planning lawyer, and 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 more than 10 years' experience, and is a member of the Law Institute of Victoria and the Society of Trust and Estate Practitioners. - Current at 31 May 2019

More by William Moore

5 SMSF estate matters you must talk to your client about paper - 23-May-2019
Changes to power of attorney legislation in Victoria paper - 18-November-2015
Enduring powers of attorney in Victoria paper - 03-May-2012

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Jacinta Bolzonello

Andrew O'Bryan CTA

Andrew O’Bryan, CTA, is a senior Tax Partner at Hall & Wilcox Lawyers. He has more than 35 years’ experience giving expert tax advice to private business and wealthy family groups. He has particular expertise in the tax aspects of succession planning and in managing complex disputes with the ATO. - Current at 24 September 2018

More by Andrew O'BRYAN

Passing control of family business / business succession paper - 06-September-2018
SME reorganisations - To roll or not to roll paper - 16-November-2017
Superannuation insurance changes - 06-October-2015
Another binding nomination bites the dust - 28-July-2015
Some welcome tax relief for small business - 09-June-2015
ATO guidelines on professional practice structures - 14-October-2014
Removal of the CGT discount for non-residents - 13-May-2013
The net is cast wider: four-year time limit for ATO amendments for potentially all taxpayers - 03-April-2013
Varying trusts after Clark paper - 13-March-2013
Property development (Vic) and SMSFs - 20-June-2012
Build it and they will come - Property development by SMSFs paper - 11-October-2011
The game is up: hiding a trust's profits in a company is over. - 22-November-2010
Succession planning - Piecing together the jigsaw paper - 15-October-2010
Division 7A strategies paper - 07-October-2010
Fixed trust/Fixed entitlement paper - 09-October-2008

Click here to expand/collapse more articles by Andrew O'BRYAN.

This was presented at Trusts Masterclass .

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Individual sessions

Trusts and murphy's law (or anything that can go wrong, will go wrong)

Author(s): Jeffrey CHANG

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Trusts and murphy's law (or anything that can go wrong, will go wrong) paper

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Trusts and murphy’s law (or anything that can go wrong, will go wrong) presentation

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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