Miscellaneous 2005

Some trust oddities

Source: National

Published Date: 19 Mar 2005

 

This presentation gives an update on where we are in relation to some key issues affecting trusts including:

  • trends in the use of trusts as investment vehicles
    • testamentary trusts
    • split and mirror trusts
    • generational shifts
  • managing assets within a trust
  • CGT events for trusts
    • discretionary trusts
    • other trusts
  • other issues on termination or vesting
  • why is stamp duty so bothersome?

This was also presented on 8 July 2005 at the Queensland State Convention on the Gold Coast.

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Individual Session

Some trust oddities

Author(s): Ken Schurgott CTA-Life
Materials from this session:

Details

  • Published By: Ken Schurgott CTA-Life
  • Published On:19 Mar 2005
  • Took place at:Perth Convention Exhibition Centre, WA

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