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Practical issues with trusts: Important updates video


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Member Price: $73.70
Non Member Price: $90.20

Publication date: 02 Jun 16 | Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:
This video is a filmed session from the NSW 9th Annual Tax Forum, PowerPoint slides are incorporated with the presentation. The focus of this presentation is on the practical problems of compliance with tax laws and a “where are we now” update with some speculation as to where the legislature might take us. The discussion includes the following:

  • preparation of effective trusts resolutions
  • streaming issues
  • disclaiming and renouncing trusts interests
  • varying the trust terms in particular extending the vesting date
  • CGT events A1 and E1 – why is the difference important?
  • absolute entitlements and bare trusts.

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Topical issues: The latest bundle
Author(s):  Ken SCHURGOTT

Author profile

Kenneth Schurgott CTA-Life
Ken is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 16 January 2019
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