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Building blocks of a trust presentation

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Non Member Price: $15.00

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 13 Jun 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • structure options
  • trust structures
  • partnership of discretionary trusts
  • small business restructure rollover relief.

Author profile

Daniel Smedley CTA
Daniel enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide published by The Tax Institute. Since 2016, Daniel has appeared in the list of one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 22 October 2019
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This was presented at Trusts Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Overcoming trust issues

Author(s):  Leon MOK

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Building blocks of a trust

Author(s):  Daniel SMEDLEY

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Trusts Splitting - Supplementary paper

Author(s):  Daniel SMEDLEY

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Workshop – Trust deed amendments

Author(s):  Daniel FRY,  Daniel VELTHUIS

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Further details about this event:

 

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