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Comparison of trusts seminar paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes 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.

Published on 30 Nov 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper discusses bare trusts, fixed trusts, unit trusts, discretionary trusts and hybrid trusts:

  • establishment and structure - who, what, when, where and how?
  • asset protection issues
  • income tax issues, trust losses and ability to make family trust elections
  • ability to access the capital gains tax concessions
  • introducing new investors, contributing capital
  • succession planning.

Author profile

Daniel Smedley CTA
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
Click here to expand/collapse more articles by Daniel SMEDLEY.

 

This was presented at Trust Structuring .

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Individual sessions

Comparison of Trusts

Author(s):  Daniel SMEDLEY

Materials from this session:

Trusts - new strategies and current issues

Author(s):  Graeme HALPERIN

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Vesting trusts: taxation issues

Author(s):  Michael Bearman

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The ups and downs of partnerships of trusts

Author(s):  Noel BEHARIS

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Further details about this event:

 

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