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Introduction to trusts and trustees video

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Member Price: $99.00
Non Member Price: $154.00

Publication date: 02 Apr 19 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

This video is the recorded 5 November 2018 webinar from the tax planning for trust structures series. It covers:

  • what is a trust?
  • valid establishment of a trust
  • various trust structures – fixed, discretionary, unit, hybrid, bare
  • what is a fixed trust when used in relation to losses, dividends or superannuation
  • the operation of family trust elections, their use in managing tax outcomes and traps with ‘outsiders’.

Purchase individual materials from this session:

Tax planning for trust structures bundle
Author(s):  Daniel SMEDLEY,  Patricia Martins

Author profiles

Daniel Smedley CTA
Daniel Smedley, CTA 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, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues". In both 2016 and 2017, Daniel was named 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 in 2016 and 2017. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 21 September 2018
Click here to expand/collapse more articles by Daniel SMEDLEY.
Patricia Mendes Martins FTI
Patricia is a Legal Project Manager with Sladen Legal. - Current at 31 October 2017
Click here to expand/collapse more articles by Patricia Martins.
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