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  Miscellaneous 2007

Tax effective transferring of assets out of discretionary trusts

Source: South Australia

Published Date: 28 Aug 2007

 

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This paper includes:

  • what is the process and how does it differ if voluntary or forced by a Court order
  • property transfers in satisfaction of beneficiary entitlements
  • property transfers for extinguishment of an interest
  • the E Events for discretionary trusts
  • asset revaluations (including 109XA issues)
  • CGT small business concessions
  • case studies illustrating tax effective transfers.
Author(s)

Individual Session

Tax effective transferring of assets out of discretionary trusts

Author(s): Marc Romaldi CTA
Materials from this session:

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Details

  • Published By: Marc Romaldi CTA
  • Published On:28 Aug 2007
  • Event Name:Misplacing your 'Trust'
  • Session Name:Tax effective transferring of assets out of discretionary trusts
  • Read Time:30+ minutes
  • Took place at:Sebel Playford Hotel, Adelaide

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