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Your trust's annual health check 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 20 Oct 06 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • revocable family trust elections
  • the relevance of the trust type
  • family trusts - satisfying the pattern of distributions test
  • Division 7A - is your trust affected?
  • the income injection test
  • the latest on trust cloning and splitting.

Author profile

Justin Byrne CTA
Justin Byrne, CTA, is a barrister at the Queensland Bar. Prior to joining the bar he was a solicitor for 20 years where he specialised in taxation and revenue law. He advises on a wide range of complex taxation issues, including income tax, CGT, GST, payroll tax and stamp duty. He has qualifications and extensive experience in both law and accounting and is uniquely placed to provide practical and commercial tax solutions for clients. He is also experienced in negotiating with the ATO in relation to tax disputes and has conducted tax litigation in the Administrative Appeals Tribunal, Federal Court, High Court and State Courts. - Current at 23 July 2025
Click here to expand/collapse more articles by Justin BYRNE.

 

This was presented at Annual Trusts Intensive: A practical update .

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

Individual sessions

Trusts and asset protection

Author(s):  Neal DALLAS

Materials from this session:

Small business CGT concessions and trust issues

Author(s):  Ash CHOTAI

Materials from this session:

Your trust's annual health check

Author(s):  Justin BYRNE

Materials from this session:

Understanding your trust deed

Author(s):  Greg CAHILL

Materials from this session:

When good trusts go bad

Author(s):  Clifford HUGHES

Materials from this session:

Further details about this event:

 

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