Capital Gains Tax (CGT) Estate planning Succession

Succession planning for family trusts

Source: Western Australia

Published Date: 9 Nov 2017


This presentation covers:

  • family constitutions
  • rocess for implementing a family constitution
  • legal documentation
  • Corporations Act
  • restructuring a family trust using trust cloning and trust splitting
  • power to transfer trust assets
  • trust cloning
  • trust splitting
  • key cases

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Individual Session

Succession planning for family trusts

Author(s): Matthew Burgess CTA


  • Published By: Matthew Burgess CTA
  • Published On:9 Nov 2017
  • Took place at:Perth Convention & Exhibition Centre

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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.

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Capital Gains Tax (CGT) Estate planning Succession Income tax Trusts 2017

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