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  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

 

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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 presentation 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

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:

Author(s)

Details

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

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Miscellaneous 2022

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