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  Miscellaneous 2008

Trusts roadshow

Source: National

Published Date: 23 May 2008

 

This presentation includes detailed case studies covering:

  • beneficiaries: Traps in identifying beneficiaries and exclusion clauses
  • streaming, expense allocations and loss recoupment: The impact of the Federal Court's decision in Cajkusic
  • reimbursement agreements: Identifying the risks outlined in recent case law
  • family trust elections: Managing elections in light of recent amendments and considering the operation of the loss injection rules
  • cloning trusts: How to ensure the new trust really is a clone
  • gearing in trusts: Consideration of different structures and deductibility of interest
  • small business CGT concessions: Implications of the amended provisions for trusts.

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Author(s)

Individual Session

Case studies and workbook

Author(s): Ron Jorgensen CTA , Meagan O'Connor ATI , Daniel Smedley CTA
Materials from this session:

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