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Trust Losses Case Studies 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 26 Aug 03 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

These case studies explore the following issues:
- family trust election / interposed entity election - when, which, why
- family trust distribution tax
- strategies to use trust losses
- income injection test
- family law / succession problems with test individual.

This presentation was also given by Steve Magor at the Trusts - Distributions and Losses seminar held in Darwin on 26 September 2003.

Author profiles

Peter de Cure
Peter de Cure AM is the Chair of The Practitioners Board. He is a professional non-executive director. His experience in tax matters has developed over a 25-year career as a tax partner with KPMG, and as a registered tax agent for 16 years. Peter is a Fellow of the Australian Institute of Company Directors and a Fellow of Chartered Accountants Australia and New Zealand. He is Chairman of the Royal Flying Doctor Service SA & NT, Chairman of Wirra Wirra Vineyards, Chairman of Accord Property Holdings Pty Ltd and the Accord Property Development Fund, a Director of PMB Defence Pty Ltd and Presiding Officer of the South Australian Fire & Emergency Commission, a Director of Variety the Children’s Charity SA, and advisory board Chairman of Tim Adams Wines. - Current at 14 March 2024
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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
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Paul Tanti CTA
Photo of author, Paul TANTI Paul Tanti, CTA, is a partner in the Thomson Geer Tax Section and has a broad range of experience in providing specialist taxation and commercial advice to a wide variety of clients. His broad base of clients includes legal and accounting firms, private and listed companies, high net worth individuals, and private equity funds. Paul advises on all areas of Federal and State taxation law and related commercial matters. Paul is a regular speaker on tax and related commercial matters for various professional bodies. He is a member of The Tax Institute, a member of the Law Council of Australia’s Business Law Committee (South Australian Tax Sub Committee), and a member of the South Australian State Taxes Liaison Group. - Current at 05 December 2023
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This was presented at Trust Losses .

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

Individual sessions

Overview of Trust Loss Provisions

Author(s):  Paul TANTI

Materials from this session:

Trust Losses Case Studies

Author(s):  Peter DE CURE,  Andrew SINCLAIR,  Paul TANTI

Materials from this session:

Further details about this event:

 

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