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The future of trusts: The RMIT report 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 28 Nov 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the RMIT report - key issues identified 
  • issue 1: income tax shuffling
  • issue 2: complex trust distributions
  • issue 3: non-lodgement and lodgement patterns
  • issue 4: transparency and international obligations
  • the fundamental advantages of discretionary trusts in light of the RMIT report
  • companies as preferred trading vehicles with discretionary trust shareholders - the Division 7A pros and cons
  • trusts as the trading company shareholder - the franking credit issues
  • difficulties with trusts in business and family succession.

Author profiles

Edward HENNEBRY
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Daniel Smedley CTA
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
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This was presented at Victorian Trusts Conference .

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Individual sessions

The future of trusts: The RMIT report

Author(s):  Edward HENNEBRY,  Daniel SMEDLEY

Materials from this session:

Trust vesting: What happens?

Author(s):  Michael FLYNN,  Daniel Diaz

Materials from this session:

Division 6 sleepers

Author(s):  Terry MURPHY,  Mia Clarebrough,  Moira MERRICK

Materials from this session:

Residency and trusts

Author(s):  Anthony BRADICA

Materials from this session:

Victorian state taxes and trusts

Author(s):  James Hamblin,  Rachel O'Donnell

Materials from this session:

Further details about this event:

 

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