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Trusts in general paper

Member Price: $57.00
Non Member Price: $75.00

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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 08 Aug 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • understanding the basics - what is a 'family trust'?
  • the importance of the motto 'read the deed'
  • trust cloning/splitting - latest developments
  • case study examples.

Author profiles

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew Burgess, CTA co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 24 February 2025
Click here to expand/collapse more articles by Matthew BURGESS.
Naomi Arnold
Naomi is a Senior Associate in McCullough Robertson's Business & Revenue group. Her expertise is in advising upon the structuring of businesses to achieve tax efficiency and obtaining the most effective tax structures for individuals. Naomi has advised clients on business succession strategies, trust cloning and trust splitting, mergers and acquisitions and business sales and share sales. - Current at 18 January 2007

 

This was presented at Estate Planning: Prepare for tomorrow today! .

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

Individual sessions

Taxation Aspects of Business Succession Planning

Author(s):  Mark Molesworth

Materials from this session:

Superannuation budget update

Author(s):  Paul BANISTER

Materials from this session:

Busting the estate plan

Author(s):  Sean MCMAHON

Materials from this session:

Trusts in general

Author(s):  Matthew BURGESS,  Naomi ARNOLD

Materials from this session:

Preparing for your client's death - the role of enduring documentation

Author(s):  Ron JOACHIM

Materials from this session:

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