Published on 16 Aug 12
by NATIONAL DIVISION, THE TAX INSTITUTE
The 2012 Trusts Roadshow workshop takes a practical look at the key issues facing practitioners dealing with closely held trusts, in particular discretionary trusts. It reviews key developments including streaming of capital gains and franked dividends and practical ways of dealing with unpaid present entitlements.
This paper covers:
- practical & interactive
- case studies & worked examples
- update of key concepts & recent developments
- valuable tips & advice to manage risks
- practical workbook for future reference.
Ron principally consults on Commonwealth and State tax laws, tax dispute resolution and compliance enforcement. Ron specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax sensitive commercial and property transactions. Ron is an Accredited Specialist Tax Law and member of the Tax Law Advisory Committee with the Law Institute of Victoria. He is a member of the Property and Commercial Law Committee of the Law Society of Tasmania. Ron is a Chartered Tax Advisor and member and former chair of the States Taxes Committee (Vic) of The Tax Institute. Ron was recognised by Doyle’s Guide Leading Tax Lawyer - Victoria for 2015 to 2021 and Best Lawyers for tax law - Australia 2021 and Global 2021.
- Current at
16 July 2021
Daniel enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide published by The Tax Institute. Since 2016, Daniel has appeared in the list of one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016. Daniel is a regular presenter at state and national industry conventions, conferences and workshops.
- Current at
12 August 2021
Jeremy is a lawyer in the Harwood Andrews Lawyers’ Business Law Department working on a broad range of technical and business related matters. His primary areas of practice are tax effective business structuring and succession, and personal estate and succession planning for high wealth individuals and their families. Jeremy also has experience in intellectual property protection and commercialisation.
- Current at
07 September 2012