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Tax effective transferring of assets out of fixed 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 28 Aug 07 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation includes:

  • what is the process and how does it differ if voluntary or forced by a Court order
  • E4 issues - what is the problem and how can it be avoided
  • in specie distributions and the E Events
  • case studies illustrating tax effective transfers.

Author profile

Andrew Sinclair CTA
Andrew Sinclair, CTA is a partner in Cowell Clarke's Tax & Revenue practice group. As a tax and superannuation specialist with over 25 years experience, his qualifications are in law and as a Chartered Accountant. With a broad knowledge of corporate and business law, Andrew has specialist expertise in private client scenarios. This usually involves discretionary trusts, private companies and the diversity of views that family dynamics deliver. - Current at 22 January 2018
Click here to expand/collapse more articles by Andrew SINCLAIR.

 

This was presented at Misplacing your 'Trust' .

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

Individual sessions

Tax effective transferring of assets out of discretionary trusts

Author(s):  Marc ROMALDI

Materials from this session:

Tax effective transferring of assets out of fixed trusts

Author(s):  Andrew SINCLAIR

Materials from this session:

The Court as a trust buster - where assets of a discretionary trust are at risk

Author(s):  Arlene MACDONALD

Materials from this session:

Further details about this event:

 

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