shopping_cart

Your shopping cart is empty

Control of trusts 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 28 Oct 14 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • different controllers
  • when and how to appoint new officeholders
  • use of corporate appointor.

Author profiles

Heather Greatrex
Heather is a Senior Manager in the EY Private Client Service practice. She has a focus on family businesses and high net wealth families, understanding the management of generational wealth and assets within the family group. Heather is part of EY's Global Family Business Centre of Excellence which co-ordinates and delivers EY's research into family controlled enterprises. Heather's key specialties include family succession and governance; family business commercial advice, business planning, business restructuring and asset protection; family business tax and accounting compliance. - Current at 14 March 2016
Click here to expand/collapse more articles by Heather Greatrex.
Peter Vilaysack CTA
Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts. - Current at 07 April 2015
Click here to expand/collapse more articles by Peter VILAYSACK.

 

This was presented at Estate Planning .

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

Individual sessions

The problem with the deal done at the dinner table

Author(s):  Scott WHITLA

Materials from this session:

Control of trusts

Author(s):  Heather Greatrex,  Peter VILAYSACK

Materials from this session:

Special purpose trusts

Author(s):  Linda Tapiolas

Materials from this session:

Death, CGT event K6, and Division 149

Author(s):  Troy MORGAN

Materials from this session:

What will happen to the business?

Author(s):  Peter J MCKNOULTY

Materials from this session:

Incapacity and control generally and in SMSFs

Author(s):  Mercia Stoltz

Materials from this session:

Further details about this event:

 

Copyright Statement