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Trust Cloning is dead (or almost): What are the alternatives presentation?

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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 11 May 09 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • background
  • cloning historically
  • cloning moving forward
  • variations
  • splitting.

Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew Burgess, CTA co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 24 February 2025
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This was presented at Trusts: Can you Still Trust the Terms of your Trust? .

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Individual sessions

Trusts, taxation and the current state of play

Author(s):  David W MARKS

Materials from this session:

Amending the trust deed – tricks and traps

Author(s):  Steven GRANT

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Issues with establishing and using trusts

Author(s):  Greg CAHILL

Materials from this session:

Trust Cloning is dead (or almost): What are the alternatives and issues?

Author(s):  Matthew BURGESS

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Trusts Workshop questions & answers

Author(s):  David MARSCHKE

Materials from this session:

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