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  Miscellaneous 2006

Trust distributions: getting your money out of the trust

Source: Western Australia

Published Date: 26 Aug 2006

 

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Trusts continue to be a preferred investment structure, yet we often struggle with the notion of trust law and income tax obligations. This paper reviews recent cases surrounding trust distributions and the practical problems of keeping these effective, including:

  • the pitfalls and opportunities of trust distributions
  • avoiding ineffective trust distributions - drafting the minutes
  • unravelling the Commissioner’s view in PS LA 2005/1 GA on distributing capital gains
  • do I need a controlling individual or significant individual?
  • the 2006 Budget changes.
Author(s)

Individual Session

Trust distributions: getting your money out of the trust

Author(s): Wayne Healy CTA-Life
Materials from this session:

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Details

  • Published By: Wayne Healy CTA-Life
  • Published On:26 Aug 2006
  • Took place at:Abbey Beach Resort, Busselton

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Miscellaneous 2006

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