shopping_cart

Your shopping cart is empty

Hybrid 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 14 Aug 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers: 

  • outlining the different hybrid trust structures
  • considering tax deductibility issues for investors in hybrid discretionary trusts
  • asset protection and estate planning.

Author profiles

Christopher Davis CTA
Chris Davis, CTA, a Principal of McInnes Wilson Lawyers' Revenue, Structuring and Succession Group, has been involved in advising clients on Div 7A and associated matters in a variety of contexts, with a particular focus on the SME market. This has included advisory work, assisting tax agents on pre-audit investigations and preparing and lodging objections against Div 7A reassessments. - Current at 24 November 2014
Click here to expand/collapse more articles by Chris DAVIS.
Edward Pearse
Edward is a Lawyer with McInnes Wilson Lawyers. - Current at 14 August 2008

 

This was presented at Trusts Intensive: Advanced Tax Planning for Clients .

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

Individual sessions

Settling & re-settling

Author(s):  John MIDDLETON

Materials from this session:

Tips and traps of distributions

Author(s):  Peter BICKFORD

Materials from this session:

Superannuation funds as trusts

Author(s):  Neal DALLAS

Materials from this session:

Trusts & Div 152: Is your trust making a connection

Author(s):  Paul BANISTER

Materials from this session:

Hybrid trusts

Author(s):  Chris DAVIS,  Edward PEARSE

Materials from this session:

Further details about this event:

 

Copyright Statement