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Vesting trust deeds & extending vesting dates paper

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Published on 05 May 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • process for vesting trusts
  • what can you do if trust is about to vest?
  • trust has reached vesting day: are beneficiaries “absolutely entitled”?
  • extending the vesting day
  • what if vesting day has passed?

Author profile

Michael Butler CTA
Michael is the Partner in charge of the Finlaysons Tax & Revenue Group. Michael advises domestic and foreign clients on federal, international and state tax matters, and has a special interest in corporate restructurings, cross-border investment, property, wine and mining taxation, trusts, and estate and succession planning. Michael is a past chair of The Tax Institute’s South Australia State Council and a regular contributor to Institute events. - Current at 22 September 2021
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This was presented at 2016 Barossa Convention .

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