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  Miscellaneous 2003

Getting the Most out of your Trust - Distributing to Beneficiaries

Source: TAS

Published Date: 1 Sep 2003

 
This presentation covers the following issues regarding distributions from trusts:
- how to get them right and avoid getting them wrong
- importance of understanding the trust deed
- wording of resolutions
- streaming to beneficiaries
- distributing CGT concessions
- distributing to companies
- distributions to non-residents
- amending assessments - the tricks and traps.

This presentation was also presented by Arlene Macdonald at the Trusts - Distributions and Losses seminar held in Darwin on 26 September 2003.

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Author(s)

Individual Session

Getting the Most out of your Trust

Author(s): Ken Schurgott CTA-Life
Materials from this session:

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Details

  • Published By: Ken Schurgott CTA-Life
  • Published On:1 Sep 2003
  • Event Name:Big Day In
  • Session Name:Getting the Most out of your Trust - Distributing to Beneficiaries
  • Read Time:3+ minutes
  • Took place at:Corus Hotel, Hobart

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