2008

Getting trust distributions right paper!

Source: Victoria

Published Date: 13 Nov 2008

 

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This paper explains in plain and practical terms:

  • the present controversy involving trusts and distributions of income
  • what happens when trust income and tax income aren't equal
  • why reading a trust deed is critical to ensure that the distribution is legally effective
  • sample extracts from trust deeds and sample minutes to effect valid distributions of trust income
  • why you need to get it right - the distinction between income and capital distributions
  • why "failsafe" clauses in trust deeds can be an effective way of dealing with disputed trust distributions

Details

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

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