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Trust tax essentials paper
Published on 24 May 19 by VICTORIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- anatomy of a discretionary trust
- trust distributions
- specialist topics
- trust variations.
Author profile
Ronald Jorgensen CTA
Ron principally consults on Commonwealth and State tax laws, tax dispute resolution and compliance enforcement. Ron specialises in trusts and trust disputes, succession and asset protection, business and investment structuring and tax sensitive commercial and property transactions. Ron is an Accredited Specialist Tax Law and member of the Tax Law Advisory Committee with the Law Institute of Victoria. He is a member of the Property and Commercial Law Committee of the Law Society of Tasmania. Ron is a Chartered Tax Advisor and member and former chair of the States Taxes Committee (Vic) of The Tax Institute. Ron was recognised by Doyle’s Guide Leading Tax Lawyer - Victoria for 2015 to 2021 and Best Lawyers for tax law - Australia 2021 and Global 2021. - Current at 16 July 2021
This was presented at Div. 7A Dividends and Trust Distributions Tax Essentials .
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Trust tax essentials
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