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Practical issues with trusts – Part B paper

Published on 24 May 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • streaming franking credits through trusts – Thomas
  • effectiveness of conditional trustee distribution resolutions – Lewski
  • disclaimer/renunciation of trust interests and/or trust income – Lewski and Smeaton
  • Quistclose trusts, unfair preferences and the transfer of property by an insolvent – Rambaldi
  • Subdivision 126-A (marriage/relationship breakdown rollover) – Sandini
  • fixed trusts for NSW land tax
  • fixed trust for income tax purposes.

Author profiles

Dung Lam CTA
Dung is a Tax Team Leader at Argyle Lawyers with more than 20 years’ experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 26 June 2019
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Elizabeth Burnheim
Elizabeth is a tax lawyer at Argyle Lawyers, specialising in tax, superannuation and estate planning. Elizabeth has assisted clients with the management of their tax audits, objections and appeals and has achieved many successful outcomes, specifically in the areas of payroll tax and superannuation guarantee charge. Elizabeth has also provided advice to clients in relation to property matters including assisting clients with the implementation of the SMSF gearing strategy. - Current at 05 July 2018
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Oscar Dougherty FTI
Oscar is a Solicitor with Argyle Lawyers. - Current at 04 July 2018

 

This was presented at NSW 11th Annual Tax Forum .

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Individual sessions

The taxation of cryptocurrencies

Author(s):  Peter MURRAY,  Joni PIROVICH

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Have your client’s assets suddenly (and unexpectedly) been frozen/restrained under Proceeds of Crime Act orders?

Author(s):  Christopher CATT

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The economy in 2018/19

Author(s):  Gareth Aird

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The global world of superannuation

Author(s):  Chris Balalovski

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Myth busting SMSF reforms implementation and ATO SMSF review activities

Author(s):  Mark WILKINSON,  Tara McLachlan

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Update on trusts

Author(s):  Jay Prasad

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