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Trusts: Vesting, ruling from the grave, splitting, cloning, umbrella and master trusts, and more! 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 08 Nov 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • rule against perpetuities
  • what happens when vesting day reached?
  • extending the vesting day
  • what if vesting day has passed?
  • can you “rule from the grave” in SA?
  • splitting & cloning trusts
  • umbrella trusts
  • master trusts.

 

Author profile

Michael Butler CTA
Michael is the Partner in charge of the Finlaysons Tax & Revenue Group. Michael advises domestic and foreign clients on federal, international and state tax matters, and has a special interest in corporate restructurings, cross-border investment, property, wine and mining taxation, trusts, and estate and succession planning. Michael is a past chair of The Tax Institute’s South Australia State Council and a regular contributor to Institute events. - Current at 22 September 2021
Click here to expand/collapse more articles by Michael BUTLER.

 

This was presented at 2018 WA Tax Intensive .

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