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  2009

Trust Intensive

Source: New South Wales

Published Date: 19 Nov 2009

 
Trusts can be excellent tax planning and asset protection vehicles, but recent developments have called into question their ability to function as either. This year's Trust Intensive focused on current events that impacted on the way that trusts and their beneficiaries are taxed, including:
  • the current state of play on cloning, splitting and resettlements
  • the current position with regard to Division 7A
  • obtaining certainty with respect to who will be taxed on distributions vis-a-vis Bamford
  • what asset protection benefits may be afforded through the use of a trust.

Division 7A and trusts

Author(s): Paul Argent CTA , Spyros Kotsopoulos CTA
Materials from this session:

Bamford

Author(s): Mark L Robertson
Materials from this session:

Trusts and asset protection

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

Amending trust deeds, resettlements, splitting and cloning trusts

Author(s): Rashelle Seiden CTA
Materials from this session:

Details

  • Published On:19 Nov 2009
  • Took place at:Amora Hotel Jamison Sydney, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons 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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2009

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