shopping_cart

Your shopping cart is empty

Trusts update: What the ATO thinks and why you should care presentation

Published on 22 Aug 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation provides an update on trusts and the ATO’s views. In particular, it examines:

  • ?making trust distributions effective??
  • what happens when beneficiaries disclaim entitlements?
  • ??“income of the trust” – the debate and guidance??
  • streaming – when you can and when you can’t
  • transferring assets to and from trusts – some CGT issues??
  • other current issues.

Author profile

Andrew Mills CTA-Life
Photo of author, Andrew MILLS Andrew Mills, CTA-Life, is Chair of the Financial Reporting Council Australia, Acting Chair of the Board of Tax, Principal Fellow at Melbourne University Law School and a member of the ANU’s Tax and Transfer Policy Institute Advisory Board and the Executive Committee of IFA Australia Branch among other roles. Previously, Andrew was the Second Commissioner, Law Design & Practice, at the Australian Taxation Office from 2013–2019. Andrew has over 40 years’ experience in taxation, including periods in the ATO, commerce and the tax profession. Andrew was a Director (Partner) at Greenwoods & Freehills for more than 20 years and managing director of the firm from 2006 to 2011. Andrew was President of The Tax Institute in 2006–2007 and is a former Governor of the Taxation Research Foundation. Andrew holds qualifications in Business and Law and is a Chartered Taxation Adviser (Life), a Fellow of CPA Australia, a Graduate member of the Australian Institute of Company Directors and a Fellow of the Governance Institute of Australia. - Current at 06 January 2026
Click here to expand/collapse more articles by Andrew MILLS.

 

This was presented at 46th Western Australian State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions








Further details about this event:

 

Copyright Statement