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Don’t lose your trust losses paper
Published on 19 Feb 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers:
- the tests for trusts
- most common trusts in the SME context
- choosing to make a family trust election - when to do so, and the consequences.
Author profile
Neal Dallas CTA
Neal Dallas, CTA is the Legal Director at BusinessDEPOT. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He is recognised in the 2025 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 15 July 2024
This was presented at SME Intensive: Setting the Foundations for the New Year .
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