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Trust hot topics paper

Published on 20 May 21 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • The Greensill and N&M Martin cases, including TD 2019 D6 and D7
  • Trust vesting and TR 2018/6
  • Trust splitting and TD 2019/14
  • Land tax amendment wild card
  • Circular trust distributions and Division 6D.

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 NSW 13th Annual Tax Forum .

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