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Trusts Workshop questions & answers 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 11 May 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper contains a number of comprehensive case studies
which are designed to draw out in a practical manner the various issues arising from the other presentations at this event (Trusts: Can You Still Trust the Terms of your Trust).

Author profile

David Marschke CTA
Photo of author, David MARSCHKE David is a specialist tax and legal adviser who acts for listed and private corporate groups, and their owners, in all areas of tax and related law including GST and state taxes. David has been involved in a wide range M&A transactions assisting listed and unlisted entities and has significant expertise dealing with tax effective business restructures and exits. He is a specialist adviser on trust law and taxation of trusts including MITs. David recently founded dbm horizons as a boutique legal, tax and consulting firm. Prior to founding dbm horizons David was a tax partner at national law firm. In addition, David has significant experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations, and settlements with the ATO and the State revenue offices. David is a Legal Practitioner, Registered Tax Agent, Chartered Tax Adviser and is a member of Chartered Accountants Australia and New Zealand. - Current at 11 July 2018
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This was presented at Trusts: Can you Still Trust the Terms of your Trust? .

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

Individual sessions

Trusts, taxation and the current state of play

Author(s):  David W MARKS

Materials from this session:

Amending the trust deed – tricks and traps

Author(s):  Steven GRANT

Materials from this session:

Issues with establishing and using trusts

Author(s):  Greg CAHILL

Materials from this session:

Trust Cloning is dead (or almost): What are the alternatives and issues?

Author(s):  Matthew BURGESS

Materials from this session:

Trusts Workshop questions & answers

Author(s):  David MARSCHKE

Materials from this session:

Further details about this event:

 

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