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Getting the Most Out of Your Trust
Published on 01 Sep 2003 | Took place at Australia wide, SA
This seminar series is being presented at:
- Stamford Grand Adelaide, Glenelg on 2 Jul 2003
- Menzies Hotel, Sydney on 23 Jul 2003
- City West Function Centre, Perth on 25 Jul 2003
- Leonda by the Yarra, Hawthorn on 29 Jul 2003
- Christie Corporate, Brisbane on 5 Aug 2003
- Radisson Plaza Hotel, Cairns on 29 Aug 2003
- Jupiters Townsville Hotel on 1 Sep 2003
- Crowne Plaza Darwin on 26 Sep 2003
These materials will be of interest if you:
- would like to reduce the risk of adverse tax outcomes
- would like to better understand trusts by participating in case studies and get step by step explanations
- would like to understand the subtleties of effective appointment of trust entitlements
- would like to gain advice on the consequences of the interplay of trust law and the Tax Act.
Individual sessions
Getting the Most out of your Trust
Author(s):
Ken SCHURGOTT
This seminar paper covers the following issues regarding distributions from trusts:
This seminar paper was also presented by Arlene Macdonald at the Trusts - Distributions and Losses seminar held in Darwin on 26 September 2003.
- how to get them right and avoid getting them wrong
- importance of understanding the trust deed
- wording of resolutions
- streaming to beneficiaries
- distributing CGT concessions
- distributing to companies
- distributions to non-residents
- amending assessments - the tricks and traps.Materials from this session:
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