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The current landscape paper

Published on 12 Nov 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Mead v Lemon
  • Hancock v Rinehart
  • Ioppolo v Conti
  • Munro v Munro
  • challenging exercise of trustee discretion.

Author profile

Jamie O'Donnell CTA
Jim is a Special Counsel at Jackson McDonald and works as a lawyer in the areas of tax and succession within their corporate and commercial team. Jim has nearly 20 years professional experience. He advises and represents a wide range of clients including high net worth families and professionals, SME business structures and not for profit entities with respect to trusts, SMSFs, succession planning, deceased estates, property development, property transactions, legal structuring and asset protection, and all areas of Federal and State taxation. Jim holds various degrees and qualifications, including a Masters of Taxation. Jim is on the WA State Council of The Tax Institute and is also the Vice Chair of STEP WA. - Current at 20 September 2016
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This was presented at Estate Planning Day .

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Individual sessions

“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

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