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Formation of the trust

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Published on 12 Oct 01 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses formation of the trust, with a focus on: legal requirements, choice of trustee, funding, stamp duty and other costs.

Author profile

Leonard Hertzman
Photo of author, Len HERTZMAN Len is an Assistant Commissioner in the ATO’s Tax Counsel Network and is based in Perth. He was previously a tax partner at Ashurst. Len is also a National and State Councillor of The Tax Institute and former chair of the National Tax Convention and National Resources Tax Conference program committees. - Current at 04 March 2022
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This was presented at Back to Fundamentals Series 2 .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Fixed and non-fixed trusts

Author(s):  Len HERTZMAN

Materials from this session:

Operating the trust

Author(s):  Graeme JOLLEY

Materials from this session:

Asset sales and winding up the trust

Author(s):  Peter KATZ

Materials from this session:

Fixed and non fixed trusts: 'bringing it all together'

Author(s):  Ron DOIG

Materials from this session:

Further details about this event:

 

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