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The trust has served its purpose - Now let’s get the money out presentation

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Non Member Price: $15.00

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Published on 28 Aug 09 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • introducing the E events
  • Bamford implications
  • discount and section 115-45
  • discretionary trusts E5, E6 and E7
  • Section 99B
  • the C2/E4 anomaly
  • Bamford and small business concessions
  • hybrid trusts
  • review of MITs.

Author profile

Kenneth Schurgott CTA-Life
Ken is a Solicitor and Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken was National President of the Institute in 2012. - Current at 06 July 2022
Click here to expand/collapse more articles by Ken SCHURGOTT.

 

This was presented at 17th National Tax Intensive Retreat: Extracting Value .

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

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Recent developments relating to discretionary trusts - getting money out of trusts against the wishes of the trustee & appointor

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Getting value out of companies - Part 1

Author(s):  Paul HOCKRIDGE

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Getting value out of companies – Part 2

Author(s):  David MARSCHKE

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Voluntary liquidation – Getting the money & assets out of a company

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Offshore wealth - Accessing money overseas

Author(s):  Chris WOOKEY

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The trust has served its purpose - Now let’s get the money out

Author(s):  Ken SCHURGOTT

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The trust has served its purpose: Now what can we do with it?

Author(s):  Grahame Young

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