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Claims against family trusts presentation
Published on 28 Aug 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- the trustee:
- I need to keep the cash
- but I don’t want to pay penal tax
- I want a compliant and low rate beneficiary
- the family:
- keep tax to a minimum
- but we still need cash.
Author profile
Grahame Young FTI
Grahame Young, FTI, practises as commercial counsel with Francis Burt Chambers, Perth. Prior to commencing practice as a barrister in 2001 he had broad experience as a solicitor and company director. Grahame’s principal areas of practice include transactional taxes, equity, trusts and succession, corporate and property law. He has a particular interest in structuring and restructuring corporate and family groups. He has spoken and written extensively on a wide range of legal and taxation topics for The Tax Institute and otherprofessional bodies. He is editor of Duties Legislation Western Australia. Grahame has served as State Chair and National Councillor of The Tax Institute and is the proud recipient of the Institute’s Meritorious Service Award. - Current at 09 June 2020
This was presented at 47th Western Australia State Convention .
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