Miscellaneous 2004

The trust has served its purpose - now let's get the money out

Source: National

Published Date: 28 Aug 2004

 

What are the difficult isues in distributing from trusts? This presentation contains a detailed analysis of issues including:

  • winding up trusts
  • what are the dangers when trying to get the money out?
  • effective intervivos capital distributions
  • the complex issues arising from CGT events
  • how can we effectively wind up trusts on death of the main players?

This was also presented by the author at the Small Business Intensive held in Fremantle, WA, on 29 October 2004.

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Individual Session

The trust has served its purpose

Author(s): Ken Schurgott CTA-Life

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