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Tax effective transferring of assets out of discretionary trusts paper

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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 28 Aug 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper includes:

what is the process and how does it differ if voluntary or forced by a Court order
property transfers in satisfaction of beneficiary entitlements
property transfers for extinguishment of an interest
the E Events for discretionary trusts
asset revaluations (including 109XA issues)
CGT small business concessions
case studies illustrating tax effective transfers.

Author profile

Marc Romaldi CTA

Marc Romaldi, CTA, has over 14 years tax law experience from practising in accounting and legal spheres in both domestic and international environments. Capital gains tax, general income tax, international tax, stamp duty, GST, superannuation and fringe benefits tax all form part of Marc's tax law skill set. This expertise is used to advise ASX-listed companies, private enterprises and high net worth individuals on the commercial and tax implications of structuring, restructuring, acquisitions and sales. - Current at 22 January 2018

More by Marc ROMALDI

Assessing the risk: Allocation of profits within professional firms paper - 07-May-2015
Winding up your business - Opportunities and pitfalls paper - 17-October-2013
South Australian stamp duty update - 01-April-2012
Stamp duty paper - 03-February-2012
Alienation of income paper - 14-April-2011
“And/or Nominee” Contracts – Avoiding Double Duty - 01-August-2010
Questions & Answers: Year-end reporting obligations for employers - 01-June-2010
Q&A: Payroll tax – harmonisation (Part 2) - 01-April-2010
Q&A: Payroll tax – harmonisation and grouping (Part 1) - 01-February-2010
Q&A: Taxation of income of minors - 01-November-2009
Trust cloning: Some light at the end of the tunnel paper - 29-October-2009
Q&A: Ordinary time earnings - 01-September-2009
Tax invoices – back to basics - 01-July-2009
Q&A: Employee or independent contractor? - 01-March-2009
Questions & Answers: Buy Sell Agreements - 01-February-2009
Q&A: Capital gains tax consequences of inheriting a dwelling - 01-December-2008
Q&A: Employment termination payments - 01-November-2008
Q&A: CGT main residence - 01-October-2008
Q&A: Abolition of specific State taxes – Current status - 01-September-2008
Trust loss measures – Family trust elections - 01-July-2008
Land Tax – Other current issues paper - 21-May-2008
Tax update 2006 paper - 24-November-2006
Where's the value shift? - hits and misses paper - 05-May-2006

Click here to expand/collapse more articles by Marc ROMALDI.

This was presented at Misplacing your 'Trust' .

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Tax effective transferring of assets out of discretionary trusts

Author(s): Marc ROMALDI

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Tax effective transferring of assets out of discretionary trusts paper
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Tax effective transferring of assets out of discretionary trusts presentation

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DisclaimerThese materials are 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.

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Tax effective transferring of assets out of fixed trusts

Author(s): Andrew SINCLAIR

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Tax effective transferring of assets out of fixed trusts presentation

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The Court as a trust buster - where assets of a discretionary trust are at risk

Author(s): Arlene MACDONALD

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The Court as a trust buster - where assets of a discretionary trust are at risk paper

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The Court as a trust buster - where assets of a discretionary trust are at risk presentation

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Misplacing your 'Trust'

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Tax effective transferring of assets out of discretionary trusts paper

Author profile

Marc Romaldi CTA

More by Marc ROMALDI

Individual sessions

Tax effective transferring of assets out of discretionary trusts paper

Tax effective transferring of assets out of discretionary trusts presentation

Tax effective transferring of assets out of fixed trusts presentation

The Court as a trust buster - where assets of a discretionary trust are at risk paper

The Court as a trust buster - where assets of a discretionary trust are at risk presentation

Further details about this event:

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