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Trusts and asset protection best practice 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 24 Nov 11 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • asset protection and trusts
  • trusts interests as property of others
  • trust interests of the bankrupt
  • changing trustees
  • claims against retired trustee
  • recovering trust distributions
  • tax losses and insolvency
  • Kennon v Spry.

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 19th National Tax Intensive Retreat .

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

Individual sessions

Exploring the trust deed - Why do we do what we do in drafting deeds?

Author(s):  AH (Tony) SLATER

Materials from this session:

Trust distributions - The practice

Author(s):  Mark WEST

Materials from this session:

Getting trust right: Lessons from the Federal Court

Author(s):  Jeffrey SPENDER

Materials from this session:

Small business CGT concessions and trust issues

Author(s):  Vanessa PRIEST

Materials from this session:

Trusts in the ATO's sights

Author(s):  Peter GODBER

Materials from this session:

Trust mixed bag

Author(s):  Joanna MONAHAN

Materials from this session:

Trusts and asset protection best practice

Author(s):  Ken SCHURGOTT

Materials from this session:

Workshop 1 - Trust distributions

Author(s):  David MARSCHKE

Materials from this session:

Workshop 2 - CGT small business concessions and trust audit issues

Author(s):  Mark NORTHEAST,  Chris WOOKEY

Materials from this session:

Further details about this event:

 

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