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Comparison of trusts presentation

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Non Member Price: $15.00

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Published on 30 Nov 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper discusses bare trusts, fixed trusts, unit trusts, discretionary trusts and hybrid trusts:

  • establishment and structure - who, what, when, where and how?
  • asset protection issues
  • income tax issues, trust losses and ability to make family trust elections
  • ability to access the capital gains tax concessions
  • introducing new investors, contributing capital
  • succession planning.

Author profile

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

 

This was presented at Trust Structuring .

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Individual sessions

Comparison of Trusts

Author(s):  Daniel SMEDLEY

Materials from this session:

Trusts - new strategies and current issues

Author(s):  Graeme HALPERIN

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Vesting trusts: taxation issues

Author(s):  Michael Bearman

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The ups and downs of partnerships of trusts

Author(s):  Noel BEHARIS

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Further details about this event:

 

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