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Trust deed traps presentation

Member Price: Free
Non Member Price: $15.00

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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 16 Nov 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topcis:

who is the settlor?
who are the beneficiaries?
how should income be defined?
what if the trustee fails to make a distribution?
who controls the trustee?
what happens when the guardian dies?
who makes decisions when there is a dispute?

Author profiles

Robert Jeremiah

Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on its Tax Law Specialisation Advisory Committee. He is a member of the board and technical and policy committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. - Current at 29 June 2020

More by Rob JEREMIAH

A matter of trusts: Tax-effective succession of a family trust - 01-June-2022
A Matter of Trusts: Certainty and establishing a trust - 01-July-2021
The path to knowing they’ll be ok – Succession planning paper - 13-July-2020
A matter of trusts: Testamentary trust will structuring - 01-July-2018
A matter of trusts: An alternative to using estate proceeds trusts - 01-July-2017
The tax jigsaw of broadacre subdivisions and sale paper - 25-May-2017
Estate planning paper - 10-October-2013
Tax controversies: SMSFs - Responding to non-compliance warnings and notices - 01-September-2012
Latest SMSF issues paper - 25-March-2011
Managing trust losses paper 13112009 - 08-October-2009
Managing trust losses paper - 08-October-2009
Matter of trust: Part IVA, discretionary trust distributions and the CGT small business concessions - 01-December-2008
A matter of trusts: Transitional in-house assets post-30 June 2009 - 01-September-2008
A Matter of Trusts: Tax deductibility of interest incurred to acquire trust interests - 01-November-2007
A matter of trusts: Tax deductibility of interest incurred to acquire trust interests - 01-October-2007
A matter of trusts: Discretionary trusts post the Westpoint litigation - 01-August-2006
Trusts Workshop 2006 - 08-June-2006
Understanding your trust deed paper - 06-April-2006
Passing control of existing trusts paper - 25-August-2005
Trust deed traps seminar paper - 16-November-2004
My Client the Property Investor/Developer - Part I convention paper - 02-April-2004
CGT and trusts - 31-July-2002
Structures - retirement and superannuation - 14-March-2002
Planning for superannuation benefits in retirement and death - 14-February-2002
CGT Concessions under the microscope - 30-August-2001
CGT Small Business Concessions under the Microscope - 29-May-2001
Overview of New Business Tax System (Entity Taxation) Bill 2000 - 07-December-2000
Planning Issues Arising from the New Business Tax System - 08-September-2000
Entity taxation: a practical guide - 01-September-2000
Entity taxation - membership interests, distribution from entities and the contributed capital account - 01-August-2000
Exploring Trusts - Case Studies on Distributions of Income from Trusts - 14-May-1999
Exploring trusts: distributions of income from trusts - 24-March-1999
Are companies still appropriate structuring vehicles? - 16-October-1998
Taxation Issues for Trusts - 12-September-1997

Click here to expand/collapse more articles by Rob JEREMIAH.

Zena Herr

Zena is a lawyer with Harwood Andrews Lawyers. - Current at 01 May 2005

More by Zena HERR

A matter of trusts: drafting resolutions for the distribution of trust income - 01-May-2005
Trust deed traps seminar paper - 16-November-2004
A Matter of Trusts: Trusts and imputation credits - 01-November-2004

Click here to expand/collapse more articles by Zena HERR.

This was presented at Trust Planning .

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Individual sessions

Trust deed traps

Author(s): Rob JEREMIAH, Zena HERR

Materials from this session:

Trust deed traps seminar paper

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DisclaimerThese materials are 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.

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Cleaning up loan accounts

Author(s): Theo SAKELL

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Cleaning up loan accounts seminar paper

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Cleaning up loan accounts presentation

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Trust distributions

Author(s): Michael JONES

Materials from this session:

Trust distributions seminar paper

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Trust distributions presentation

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Succession planning issues

Author(s): Daniel BUTLER

Materials from this session:

Succession planning issues seminar paper

$75.00 non member price
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Succession planning issues presentation

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Further details about this event:

Trust Planning

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Trust deed traps presentation

Author profiles

Robert Jeremiah

More by Rob JEREMIAH

Zena Herr

More by Zena HERR

Individual sessions

Trust deed traps seminar paper

Trust deed traps presentation

Cleaning up loan accounts seminar paper

Cleaning up loan accounts presentation

Trust distributions seminar paper

Trust distributions presentation

Succession planning issues seminar paper

Succession planning issues presentation

Further details about this event:

Copyright Statement

Copyright Statement

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