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Distributions from trusts
Published on 21 Mar 02 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This seminar discusses the distributions from trusts, with a focus on: how to get them right, how to avoid getting them wrong, wording of resolutions, amending resolutions, importance of trust deed, distribution between trusts to companies, streaming to beneficiaries.
Author profile
Kenneth Schurgott CTA-Life
Ken is a Solicitor and Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 06 July 2022
This was presented at Trusts Intensive .
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Individual sessions
Taxing of trusts
Author(s): John LEVYMaterials from this session:
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Distributions from trusts
Author(s): Ken SCHURGOTTMaterials from this session:
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Ending trusts
Author(s): Andrew SINCLAIRMaterials from this session:
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