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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 Argyle Lawyers with more than 20 years’ experience in advising on a wide variety of taxes including income tax, capital gains tax, 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 self-managed superannuation funds arena and tax issues related to estate planning. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 26 June 2019
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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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