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Everyday trust practices under siege presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 13 Sep 06 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation highlights the lessons learnt from recent cases on common trust dealings and practices including:

  • treatment of settled sums
  • unpaid distributions: present entitlements v. separate trust funds
  • beneficiary ‘loans’. Is it really a loan?
  • mistakes as to ownership of trust assets.

Author profile

Jeffrey Chang
Jeffrey is a Partner at Thomson Geer, where he advises on a wide range of taxation, structuring and superannuation issues with a focus on privately-held businesses and high wealth family groups. His is accredited by the Law Institute of Victoria as a taxation specialist. He has held a variety of committee roles with The Tax Institute and is presently a member of the Victorian State Council. Jeffrey is the author of numerous tax articles published in professional journals, and a regular presenter at The Tax Institute's seminars. - Current at 06 June 2016
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This was presented at Trust Practices Under Threat! .

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Individual sessions

Everyday trust practices under siege

Author(s):  Jeffrey CHANG

Materials from this session:

Discretionary trust interests: the Westpoint litigation

Author(s):  Ron JORGENSEN,  Renuka SOMERS

Materials from this session:

Further details about this event:

 

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