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Trusts Splitting - Supplementary paper

Published on 13 Jun 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • life cycle planning with the small business restructure rollover relief
  • new strategies for succession planning and the single discretionary trust.

Author profile

Daniel Smedley CTA
Daniel is a Principal of Sladen Legal. He is a Law Institute of Victoria Accredited Specialist in Tax Law and holds a Master of Taxation. Daniel is the principal author of Trust Structures Guide published by The Tax Institute and a regular presenter at industry conferences and workshops. Daniel primarily advises businesses and high net worth individuals in relation to business and investment structuring, trusts, succession planning and taxation law. - Current at 25 September 2017
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This was presented at Trusts Day .

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Individual sessions



Workshop – Trust deed amendments

Author(s):  Daniel FRY,  Daniel VELTHUIS

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