Trusts Workshop 2006

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Published on 08 Jun 06 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This workbook takes a practical look at some of the tricky areas encountered when dealing with trusts. It focusses on key issues showing you how to maximise the benefits that can be obtained and to identify potential problems before they arise.

Author profiles

Daniel Smedley CTA

Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026

More by Daniel SMEDLEY

I say unit trust you say fixed trust paper - 02-June-2022
Trust distributions paper - 08-September-2021
Testamentary trusts paper - 09-November-2020
Succession planning and trusts paper - 17-July-2020
Tackling trust losses paper - 08-July-2020
Bespoke drafting of trust deeds vs. fixing up problems in old deeds paper - 23-April-2020
Tax treatment of buy sell agreements paper - 11-March-2020
The future of trusts: The RMIT report paper - 28-November-2019
Division 7A: A 101 for practitioners paper - 22-November-2019
Structuring in Division 7A paper - 13-November-2019
Trust involvement in Division 7A paper - 13-November-2019
Trusts: Revisiting distribution issues paper - 30-May-2019
Issues when dealing with loans and unpaid present entitlements paper - 22-November-2018
Recent trust taxation developments paper - 17-July-2018
A matter of trusts: ATO provides a “safe harbour” for fixed trusts - 01-November-2017
Fixed Trust Issues for SMSFs paper - 24-August-2017
Trusts Splitting - Supplementary paper - 13-June-2017
Building blocks of a trust paper - 13-June-2017
Emerging issues for private businesses conducted via trusts paper - 25-May-2017
A matter of trusts: Deemed to be a “fixed trust” – draft guidelines - 01-December-2016
Solving issues today, but planning for tomorrow paper - 27-May-2016
Business succession - Involuntary events paper - 08-October-2015
Trusts - Current risk areas paper - 18-March-2015
Practical trust management issues paper - 27-May-2014
Beware of trust conundrums! paper - 20-February-2014
Trusts roadshow workbook paper - 29-October-2013
2012 Trusts roadshow workshop paper - 16-August-2012
A matter of trusts: Continuity of the trust estate: FC of T v Clark - 01-March-2011
2010 trusts roadshow workbook paper - 23-September-2010
Modern day trust structures paper - 17-October-2008
Trusts roadshow: Case studies and workbook paper - 23-May-2008
A matter of trusts: Increasing flexibility for family trusts? - 01-August-2007
2007 Trusts National Roadshow: Workbook and Case Studies - 25-May-2007
Changes to the CGT small business concessions paper - 19-May-2007
A matter of trusts : Trusts holding underlying interests in entities - 01-February-2007
Trusts and succession planning paper - 21-October-2006
CGT small business concessions - selected issues paper - 06-October-2006
Establishing new trusts as part of succession planning paper - 25-August-2005
A Matter of Trusts: Family trust elections - remain vigilant - 01-August-2005
A matter of trusts: Asset protection and trusts - 01-April-2005
A Matter of Trusts: In-specie distributions and GST - 01-February-2005
Comparison of trusts seminar paper - 30-November-2004
CGT exit strategies for SMEs convention paper - 11-September-2004
A Matter of Trusts - 01-August-2004
My Client the Property Investor/Developer - Part II convention paper - 02-April-2004

Click here to expand/collapse more articles by Daniel SMEDLEY.

Robert Jeremiah

Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on its Tax Law Specialisation Advisory Committee. He is a member of the board and technical and policy committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. - Current at 29 June 2020

More by Rob JEREMIAH

A matter of trusts: Tax-effective succession of a family trust - 01-June-2022
A Matter of Trusts: Certainty and establishing a trust - 01-July-2021
The path to knowing they’ll be ok – Succession planning paper - 13-July-2020
A matter of trusts: Testamentary trust will structuring - 01-July-2018
A matter of trusts: An alternative to using estate proceeds trusts - 01-July-2017
The tax jigsaw of broadacre subdivisions and sale paper - 25-May-2017
Estate planning paper - 10-October-2013
Tax controversies: SMSFs - Responding to non-compliance warnings and notices - 01-September-2012
Latest SMSF issues paper - 25-March-2011
Managing trust losses paper 13112009 - 08-October-2009
Managing trust losses paper - 08-October-2009
Matter of trust: Part IVA, discretionary trust distributions and the CGT small business concessions - 01-December-2008
A matter of trusts: Transitional in-house assets post-30 June 2009 - 01-September-2008
A Matter of Trusts: Tax deductibility of interest incurred to acquire trust interests - 01-November-2007
A matter of trusts: Tax deductibility of interest incurred to acquire trust interests - 01-October-2007
A matter of trusts: Discretionary trusts post the Westpoint litigation - 01-August-2006
Understanding your trust deed paper - 06-April-2006
Passing control of existing trusts paper - 25-August-2005
Trust deed traps seminar paper - 16-November-2004
My Client the Property Investor/Developer - Part I convention paper - 02-April-2004
CGT and trusts - 31-July-2002
Structures - retirement and superannuation - 14-March-2002
Planning for superannuation benefits in retirement and death - 14-February-2002
CGT Concessions under the microscope - 30-August-2001
CGT Small Business Concessions under the Microscope - 29-May-2001
Overview of New Business Tax System (Entity Taxation) Bill 2000 - 07-December-2000
Planning Issues Arising from the New Business Tax System - 08-September-2000
Entity taxation: a practical guide - 01-September-2000
Entity taxation - membership interests, distribution from entities and the contributed capital account - 01-August-2000
Exploring Trusts - Case Studies on Distributions of Income from Trusts - 14-May-1999
Exploring trusts: distributions of income from trusts - 24-March-1999
Are companies still appropriate structuring vehicles? - 16-October-1998
Taxation Issues for Trusts - 12-September-1997

Click here to expand/collapse more articles by Rob JEREMIAH.

Individual sessions

Trusts Workshop 2006

Author(s): Daniel SMEDLEY, Rob JEREMIAH

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Trusts Workshop - 2006 National Roadshow

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Trusts Workshop 2006

Author profiles

Daniel Smedley CTA

More by Daniel SMEDLEY

Robert Jeremiah

More by Rob JEREMIAH

Individual sessions

Trusts Workshop 2006

Further details about this event:

Copyright Statement

Copyright Statement

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