Published on 23 Apr 20
by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- how wide should the class of beneficiaries be in a discretionary trust?
- who should be the trustee?
- who should be the appointor and / or guardian
- power to vary in the instrument
- Trustee Act powers and court authorised amendments
- consequences of the creation of a new trust
- tax problems with a broad class or foreign beneficiaries.
Daniel enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs. Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide published by The Tax Institute. Since 2016, Daniel has appeared in the list of one of Australia's “Best Lawyers of the Year” in the practice of tax law. The list is compiled by Best Lawyers and published in the Australian Financial Review. Daniel has also been recognised in Doyles Guide as a recommended tax lawyer since 2016. Daniel is a regular presenter at state and national industry conventions, conferences and workshops.
- Current at
12 August 2021
Neil Brydges, CTA, is a Principal Lawyer in Sladen Legal’s Tax group. Neil practices in all areas of direct and indirect tax, with a particular focus on the taxation of trusts, corporate tax, M&A and Division 7A. Neil has also advised extensively on cross-border taxation issues. Using his technical tax knowledge, Neil works with clients to obtain commercial and practical outcomes and Neil has experience in dealing with the ATO on complex tax issues in a dispute resolution context. Neil is an Accredited Specialist in Taxation Law and Chair of the Tax & Revenue Law Committee with the Law Institute of Victoria, a member of the Tax Committee of the Law Council of Australia, and a Chartered Tax Adviser and member of Dispute Resolution Technical Committee with The Tax Institute.
- Current at
20 July 2022