Miscellaneous 2009

Lost love and lost money - An incendiary combination: Current tax and trust issues in the Family Court

Source: TAS

Published Date: 17 Oct 2009

 

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NB: This is an updated version of Arlene's paper "Trust Busting" presented at the 2009 National Convention.

In Kennon v Spry, the High Court confirmed some of the powers of the Family Court to "look through" family discretionary trusts to the assets held on trust when determining the pool of property to divide between former spouses/de facto partners. The court's exercise of power to set aside transactions gives rise to significant tax issues for beneficiaries and trustees and the power to "look through" the trust is a major limitation to asset protection.

This paper discusses the tax and asset protection issues raised by the High Court's decision (including any developments) and also examines the implications of the Full Family Court's decision (and any developments) in dealing with a party's tax debt well in excess of the matrimonial property in FCT v Worsnop.

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Lost love and lost money - An incendiary combination: Current tax and trust issues in the Family Court

Author(s): Arlene Macdonald CTA-Life

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