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Should your clients still use discretionary trusts? paper

Published on 11 Jun 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • why trusts have fallen from grace?
  • what is still good about trusts?
  • managing the challenges.

Author profile

Stephen Holmes CTA
Photo of author, Stephen HOLMES Stephen Holmes, CTA, is a Partner at WMS Chartered Accountants based on the Gold Coast. Stephen has a particular focus on CGT, taxation implications of trusts and SME tax issues generally. He is a regular resource for other accounting professionals on tax matters. He is also a regular speaker on tax matters across south-east Queensland and northern New South Wales. In addition to holding Masters degrees in both Taxation and Economics, Stephen holds a Juris Doctor degree from Bond University Law School with first class honours. - Current at 30 July 2020
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This was presented at 2015 Private Business Tax Retreat .

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