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Amending the trust deed – tricks and traps paper

Member Price: $57.00
Non Member Price: $75.00

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 11 May 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • Commissioner's Statement of Principles
  • changing the definition of income
  • altering the income and capital entitlements of beneficiaries
  • altering or deleting the perpetuity period or term of trust
  • changing or nominating new beneficiaries.

Author profile

Steven Grant CTA
Steve, from Merthyr Law, completed his Bachelor of Laws Degree at the Queensland Institute of Technology in 1986, a Masters of Laws from Sydney University in 1992, a Graduate Diploma in Applied Finance and Investments from the Securities Institute of Australia in 1996 and is an Associate of the Securities Institute. 2012 will mark Steve’s 30th year working in Brisbane’s legal service industry. Steve travels the eastern seaboard talking on asset protection and structures for family businesses. Merthyr Law has offices in Brisbane, Bundall & Lennox Head. - Current at 01 June 2012
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This was presented at Trusts: Can you Still Trust the Terms of your Trust? .

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Individual sessions

Trusts, taxation and the current state of play

Author(s):  David W MARKS

Materials from this session:

Amending the trust deed – tricks and traps

Author(s):  Steven GRANT

Materials from this session:

Issues with establishing and using trusts

Author(s):  Greg CAHILL

Materials from this session:

Trust Cloning is dead (or almost): What are the alternatives and issues?

Author(s):  Matthew BURGESS

Materials from this session:

Trusts Workshop questions & answers

Author(s):  David MARSCHKE

Materials from this session:

Further details about this event:

 

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