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Update on trust cases paper

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Published on 13 Nov 12 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers a range of recent cases concerning trust law and tax law, including:

  • recent income tax cases concerning trusts
  • the approach of the state courts when dealing with trusts in stamp duty cases – do the state courts depart from their federal counterparts to any meaningful extent?
  • recent trust law cases, their application to tax and key points for practitioners.

Author profile

Chris ARDAGNA
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This was presented at Conquering Trusts .

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Trust fundamentals

Author(s):  Greg VALE

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Update on trust cases

Author(s):  Chris ARDAGNA

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Division 7A and UPEs

Author(s):  Michelle HARTMAN,  Andrew MARTIN

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Deceased estates

Author(s):  Brian HOR

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