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Back to Fundamentals Series 2
Published on 12 Oct 2001 | Took place at City West Function Centre, Perth, WA
The seminar discusses fixed and non-fixed trusts with a focus on: the formation of the trust, operating the trust, asset sales and winding up the trust.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Fixed and non-fixed trusts
Author(s):
Len HERTZMAN
This seminar paper discusses formation of the trust, with a focus on: legal requirements, choice of trustee, funding, stamp duty and other costs.
Materials from this session:
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Operating the trust
Author(s):
Graeme JOLLEY
This seminar paper discusses operating the trust, with a focus on: income, distributions and loans, trust losses, state tax issues including pay-roll tax, GST, trust deed variations.
Materials from this session:
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Asset sales and winding up the trust
Author(s):
Peter KATZ
This seminar paper discusses asset sales and winding up trusts, with a focus on: legal and tax consquences of bringing forward the vesting date of a trust, access to the CGT discount and small business reliefs, effect of CGT event E4 in eroding CGT concessions.
Materials from this session:
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Fixed and non fixed trusts: 'bringing it all together'
Author(s):
Ron DOIG
A workshop presentation reviewing: formation of the trust, operating the trust, asset sales and winding up the trust.
Materials from this session:
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