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Trusts - Structuring and Planning for Effective Results - Case Studies

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 25 May 04 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

These case studies are directed at ensuring that practitioners make the best structuring selection at the outset and then assist trustees in the proper conduct and administration of the trust.

Author profiles

Kenneth Schurgott CTA-Life
Ken is a Solicitor and Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 06 July 2022
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Garry Winter CTA
Garry heads Kelly & Co's Tax Law Group within its Corporate and Commercial Section. He advises in all areas of State and Federal tax law including international taxation arrangements, employee share schemes, superannuation, CGT, GST, taxation disputes, corporate and business structuring and restructuring, stamp duty and other indirect taxes. Garry is a member of the Taxation Institute's SA Technical Committee and the Law Council of Australia’s Taxation Committee. - Current at 01 June 2008
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Individual sessions

Trusts - Structuring and Planning for Effective Results

Author(s):  Ken SCHURGOTT,  Garry WINTER

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