shopping_cart

Your shopping cart is empty

Trusting into the future 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 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • using multiple appointors and other inter-generational control mechanisms
  • dealing with UPEs and 'at call' loans
  • exercising a power of advancement to resolve conflicts
  • other considerations
  • family trust elections
  • trust splitting
  • changes to deeds and their effects on losses and pre-CGT status of trust assets.
This paper was also delivered at Trusts & Estates Club - Wills and Family Discretionary Trusts – A Nightmare Scenario for Some Clients? on 15 September 2010.

Author profile

Tony Riordan
Tony Riordan, CTA, is a Tax Partner at Riordans Lawyers in Melbourne, a boutique commercial law firm. He has degrees in Law and Commerce and a Masters in Taxation Law from Melbourne University. His areas of practice include SME structuring, estate planning for high wealth individuals and transaction structuring. - Current at 23 April 2014
Click here to expand/collapse more articles by Tony RIORDAN.

 

This was presented at 18th National Tax Intensive Retreat .

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

Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:

Discretionary trusts: Control v ownerhip

Author(s):  Jeffrey CHANG

Materials from this session:

Trusting into the future

Author(s):  Tony RIORDAN

Materials from this session:

Passing control of a business on insurable exit events - Ensuring fair outcomes

Author(s):  Matthew BURGESS

Materials from this session:

The role of super in estate planning and issues upon death

Author(s):  Paul BANISTER,  Linda FARMER

Materials from this session:

Protecting the family assets (trusts and divorce)

Author(s):  Arlene MACDONALD

Materials from this session:

Trusts - Extending the vesting date

Author(s):  Michael BUTLER

Materials from this session:

Further details about this event:

 

Copyright Statement