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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 Coleman Greig Lawyers with many years of experience in advising on a wide variety of taxes, including income tax, CGT, 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 SMSF arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from corporates, SMEs, high net worth individuals, professional firms, accountants, financial planners and their clients. Dung is a Chartered Tax Adviser, Accredited Specialist in Personal and Business Tax with the NSW Law Society, a full member of the Society of Trust and Estate Practitioners, member of the Law Council Revenue Law section and a member of the NSW Law Society’s Liaison Committee with Revenue NSW. - Current at 31 March 2020
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Elizabeth Burnheim
Elizabeth is a tax lawyer at Coleman Greig 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 04 February 2020
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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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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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