Trusts paper
Publication date: 17 May 12
Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Abstract:
This paper covers:
- streaming
- resolutions and timing
- reimbursement agreements
- fixed trusts
- the Treasury consultation paper.
Author profiles:
Andrew Noolan CTAAndrew is a Director of the Sydney tax consulting firm Schurgott Noolan Pty Ltd. Andrew’s clients are accountants and lawyers in public practice that require advice on tax issues impacting on their clients. Andrew specialises in tax issues common to the SME and high-wealth individual sectors.
Current at 18 February 2013

Ken Schurgott, CTA, is a Tax and Commercial Law Partner in the Sydney office of Schurgott Noolan Pty Ltd. Ken has extensive experience in all aspects of tax (including state taxes), as well as business structuring, asset protection, succession planning and trust and estate law. He is a member of the Advisory Panel to the Board of Taxation and is presently heavily engaged in consultation in relation to the reform of the taxation of trusts. Ken is the immediate Past President of The Tax Institute.
Current at 18 February 2013
This was presented at NSW 5th Annual Tax Forum.
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