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Trust vesting: What happens? paper

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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 28 Nov 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what is vesting? 
  • when does a trust vest?
  • what are the consequences of vesting?
  • extending the vesting date
  • the consequences of amending the vesting date.

Author profiles

Michael FLYNN
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Daniel Diaz
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This was presented at Victorian Trusts Conference .

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Individual sessions

The future of trusts: The RMIT report

Author(s):  Edward HENNEBRY,  Daniel SMEDLEY

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Trust vesting: What happens?

Author(s):  Michael FLYNN,  Daniel Diaz

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Division 6 sleepers

Author(s):  Terry MURPHY,  Mia Clarebrough,  Moira MERRICK

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Residency and trusts

Author(s):  Anthony BRADICA

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Victorian state taxes and trusts

Author(s):  James Hamblin,  Rachel O'Donnell

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