shopping_cart

Your shopping cart is empty

Restrucuring 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 31 Aug 04 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This seminar paper covers the following topics:
- vesting the entire trust
- partially vesting a trust
- transferring an asset to a new trust on identical terms
- holding the trust assets as two separate funds
- splitting the trust and appointing a new trustee
- resettlements
- CGT/stamp duty.

This paper was also presented by the author at the A Matter of Trusts seminar held in Brisbane on 28 October 2004.

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 A Matter of Trusts .

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

Individual sessions

Distributions from trusts

Author(s):  Brian J RICHARDS

Materials from this session:

Are trusts still effective for your client?

Author(s):  Harry M RIGNEY

Materials from this session:

Divisive issues and winding up

Author(s):  Peter GODBER

Materials from this session:

Restructuring trusts

Author(s):  Ken SCHURGOTT

Materials from this session:

Division 7A and trusts

Author(s):  Matthew BURGESS,  Mark WEST

Materials from this session:

Further details about this event:

 

Copyright Statement