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The current landscape paper

Published on 12 Nov 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Mead v Lemon
  • Hancock v Rinehart
  • Ioppolo v Conti
  • Munro v Munro
  • challenging exercise of trustee discretion.

Author profile

Jamie O'Donnell CTA
Jim is a Partner of Jackson McDonald Lawyers in the tax and succession arm of their corporate and commercial team. Jim has nearly 25 years professional experience. He advises and represents a wide range of clients including high net worth families and professionals, SME business structures and not for profit entities with respect to trusts, succession planning, deceased estates, SMSFs, property development and transactions, legal structuring and asset protection. He advises on all areas of Federal and State taxation. Jim holds various degrees and qualifications, including a Masters of Taxation, a Bachelor of Laws, a Bachelor of Commerce (Accounting major) and an Advanced Certificate of Public Administration. Jim is a CTA of The Tax Institute. He served on the WA State Council 2015-2018. Jim is also the Vice Chair and immediate past Chair of STEP WA and is the Secretary of STEP Australia. Jim is also currently serving on a working group with the Law Society of Western Australia to set up a specialist accreditation programme for Wills and Estate Practitioners in WA. - Current at 18 August 2021
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This was presented at Estate Planning Day .

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“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

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