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Should your clients still use discretionary trusts? presentation

Published on 11 Jun 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what have been the challenges since 2009?
  • why use trusts at all – when do they outperform other structures?
  • managing the post 2009 challenges.

Author profile

Stephen Holmes CTA
Photo of author, Stephen HOLMES Stephen Holmes, CTA, is a Partner at WMS Chartered Accountants based on the Gold Coast. Stephen has a particular focus on CGT, taxation implications of trusts and SME tax issues generally. He is a regular resource for other accounting professionals on tax matters. He is also a regular speaker on tax matters across south-east Queensland and northern New South Wales. In addition to holding masters degrees in both Taxation and Economics, Stephen completed a Juris Doctor degree at Bond University Law School in 2013 with first class honours. - Current at 27 November 2017
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This was presented at 2015 Private Business Tax Retreat .

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