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Discretionary trusts: Control v ownership paper
Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers discretionary trusts: control v ownership.
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
This was presented at 18th National Tax Intensive Retreat .
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Individual sessions
Challenging a trustee's decision to pay a superannuation death benefit
Author(s): Bernie O'SULLIVANMaterials from this session:
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Discretionary trusts: Control v ownerhip
Author(s): Jeffrey CHANGMaterials from this session:
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Trusting into the future
Author(s): Tony RIORDANMaterials from this session:
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Passing control of a business on insurable exit events - Ensuring fair outcomes
Author(s): Matthew BURGESSMaterials from this session:
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The role of super in estate planning and issues upon death
Author(s): Paul BANISTER, Linda FARMERMaterials from this session:
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Protecting the family assets (trusts and divorce)
Author(s): Arlene MACDONALDMaterials from this session:
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Trusts - Extending the vesting date
Author(s): Michael BUTLERMaterials from this session:
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