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Getting trust distributions right 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 13 Nov 08

This paper explains in plain and practical terms:

  • the present controversy involving trusts and distributions of income
  • what happens when trust income and tax income aren't equal
  • why reading a trust deed is critical to ensure that the distribution is legally effective
  • sample extracts from trust deeds and sample minutes to effect valid distributions of trust income
  • why you need to get it right - the distinction between income and capital distributions
  • why "failsafe" clauses in trust deeds can be an effective way of dealing with disputed trust distributions

Author profile

Dr Nabil Orow CTA
Dr Bill is an expert in the fields of trusts, taxation and superannuation law. He holds a Ph.D as well as an LL.M and has had many written works on taxation published. He practices in Federal and State taxation and superannuation law and has been briefed in matters involving income taxation, GST, superannuation, stamp duty and land tax. In addition, Bill has an extensive practice in trusts law including trust disputes and restructure. Bill is an accredited mediator. - Current at 16 June 2022
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Getting trust distributions right!

Author(s):  Nabil (Bill) F. OROW

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