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Powers of Appointment paper

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Published on 31 Oct 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Do you understand the importance of the role and power of the appointor under a discretionary trust including:

  • the trust law position
  • the impact in relation to Family Law 
  • the impact in relation to Family Provision Legislation
  • the impact in relation to income tax
  • allowing for inter-generational change
  • some war stories.

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
Click here to expand/collapse more articles by Ken SCHURGOTT.

 

This was presented at NSW 10th Annual Estate and Business Succession Planning .

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

Individual sessions

The family business - Transfer to the next generation?

Author(s):  Chris TSOVOLOS

Materials from this session:

Buy/sell agreements, funding and insurance - tax, practical and commercial aspects

Author(s):  Scott McGill

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Asset protection - Just how safe is your superannuation?

Author(s):  Peter BOBBIN

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Powers of Appointment

Author(s):  Ken SCHURGOTT

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Do you need to be putting in place a guardianship agreement as well as an enduring power of attorney?

Author(s):  Richard NEAL

Materials from this session:

Further details about this event:

 

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