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Practical issues with trusts – Part B presentation

Published on 24 May 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Thomas – is the Commissioner bound by Supreme Court orders?
  • Lewksi – does a conditional trustee distribution work?
  • Smeaton – does a disclaimer always operate retrospectively?
  • Lewski – disclaimer and agency principles
  • Rambaldi – avoiding unfair preference rules with a Quistclose
  • trust or ensuring the debtor does not receive the property
  • Sandini – CGT event A1 and the marriage breakdown rollover
  • fixed trust for NSW land tax – Commissioner’s Practice Note
  • fixed trust for income tax – PCG 2016/6
  • can the expiry date of a trust be extended?
  • shortening the vesting date – TR 2017/D10.

 

Author profile

Dung Lam CTA
Dung is a Tax Team Leader at Coleman Greig Lawyers with many years of experience in advising on a wide variety of taxes, including income tax, CGT, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the SMSF arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from corporates, SMEs, high net worth individuals, professional firms, accountants, financial planners and their clients. Dung is a Chartered Tax Adviser, Accredited Specialist in Personal and Business Tax with the NSW Law Society, a full member of the Society of Trust and Estate Practitioners, member of the Law Council Revenue Law section and a member of the NSW Law Society’s Liaison Committee with Revenue NSW. - Current at 31 March 2020
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This was presented at NSW 11th Annual Tax Forum .

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

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