Your shopping cart is empty
Trusts Intensive: "Its all about Trust"
Published on 20 Nov 2003 | Took place at Christie Corporate Centre, Brisbane, QLD
These seminar materials are designed to add to the tax professional's basic knowledge of trusts and the taxation of trusts. They also aim to provide practical insight on some of the strategies which can be used, and traps to be avoided, when dealing with trusts in particular transactions.
Get a 20% discount when you buy all the items from this event.
Individual sessions
Can your Trust Deed survive the new millennium?
Author(s):
Matthew BURGESS
This seminar paper covers the following topics:
- capital gains tax and division 152 small business relief
- the sort of amendments that may be required in an 'ancient' trust deed
- resettlement dangers! - what can be done
- amending for social security purposes
- what about the new generation?
Materials from this session:
insert_drive_file
Divisive Issues
Author(s):
Paul BANISTER
This seminar paper covers the following topics:
- beneficiary loan accounts - forgiveness and waiver implications
- problems arising from divorce and the impacts on the family trust election
- stamp duty restructuring relief
- capital gains tax rollover relief
- other mechanisms to cope - demergers?
- family group and business reorganisation strategies.
Materials from this session:
insert_drive_file
Winding up your Trust
Author(s):
Craig BOWIE
This seminar paper covers the following topics:
- locating the power to wind up in your trust deed
- documentation requirements for final distributions
- how do you get the assets out?
- stamp duty relief
- CGT issues - implications for trustees
- CGT issues - implications for beneficiaries
- GST issues.
Materials from this session:
insert_drive_file
The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.