Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  Miscellaneous 2022

Flashback to the 1960s and 70s - Wealth structures and strategies and tax issues in in the twenty-first century

Source: New South Wales

Published Date: 19 May 2022

 

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

Dust off your platforms and flares and step back in time. Exploring the unique tax issues that have arisen since wealth structures were established in the 1960s and 70s, this paper will cover:

  • Review of wealth structure - what worked then compared with what works now
  • Review of 1960s and 70s trust deeds. What are the main issues?
  • Can I amend the trust deed, eg through the addition of beneficiaries, streaming provisions and change to the vesting date? Have I resettled the trust?
  • Maintaining the structure in the twenty-first century - preserving pre-CGT status of assets, family trust elections, the effect of CGT event K6 etc
  • When to pull the pin - some winding-up strategies and associated taxation issues
Author(s)

Individual Session

Flashback to the 1960s and 70s - Wealth structures and strategies and tax issues in in the twenty-first century

Author(s): Andy Milidoni
Materials from this session:

Download

Details

  • Published By: Andy Milidoni
  • Published On:19 May 2022
  • Took place at:Sofitel Sydney Wentworth

The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced 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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Miscellaneous 2022

Share this page