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Division 7A and Trusts presentation

Member Price: Free
Non Member Price: $15.00

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 31 Aug 04 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- the interplay between trusts and Division 7A
- the general application of section 109 UB
- updated for section 109 XB
- traps for the unwary in applying section 109 XB
- the asset revaluation reserve strategy.

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 Intensive .

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

Individual sessions

Division 7A and Trusts

Author(s):  Daniel SMEDLEY

Materials from this session:

Trust losses and family trust elections

Author(s):  Andrew Noolan

Materials from this session:

Restructuring trusts

Author(s):  Ken SCHURGOTT

Materials from this session:

Winding up trusts

Author(s):  Bronwyn TAN

Materials from this session:

Some aspects of trusts as asset protection vehicles

Author(s):  Andrew FRANKLAND

Materials from this session:

Further details about this event:

 

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