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Trusts : Vesting, “ruling from the grave”, splitting, cloning, umbrella & master trusts, and more! presentation

Published on 16 Nov 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • modern rule against perpetuities
  • what happens when vesting day reached?
  • extending vesting day
  • can you “rule from the grave” in SA?
  • splitting & cloning trusts. 

Author profile

Michael Butler CTA
Michael is the Partner in charge of the Finlaysons Tax & Revenue Group. Michael advises domestic and foreign clients on federal, international and state tax matters, and has a special interest in mining and property taxation, corporate restructurings, cross-border investment, trusts, and estate and succession planning. Michael is a past chair of The Tax Institute’s South Australia State Council and a regular contributor to Institute events. - Current at 04 January 2018
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This was presented at 25th Noosa Tax Intensive .

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

Individual sessions

Workshop 2: Succession planning and reorganisation of privately held groups – Questions & suggested solutions

Author(s):  Chris ARDAGNA

Materials from this session:





Workshop 1: Trusts and international tax issues – Questions & suggested solutions

Author(s):  Hannah SOH

Materials from this session:

Further details about this event:

 

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