Your shopping cart is empty

Bob’s distribution toolbox - Can we fix it? Revisited paper


This paper covers:

  • reclassification of income
  • allocation of expenses
  • recoupment of losses and capital loss allocation
  • streaming of income & capital
  • reassessment of assessable income
  • anti avoidance provisions
  • Division 7A sub-trust
  • variation of trust deeds.

Author profile

Ronald Jorgensen CTA
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
Click here to expand/collapse more articles by Ron JORGENSEN.


This was presented at Trusts - Are You and Your Team Ready? .

Get a 20% discount when you buy all the items from this event.

Individual sessions

A position of trust: Advisers acting as executors, attorneys or trustees

Author(s):  Sam McCullough

Materials from this session:

Personal properties security reform

Author(s):  Andrew Yeo

Materials from this session:

Further details about this event:


Copyright Statement