ADV

Search The Tax Institute

shopping_cart

Your shopping cart is empty

Username / Member No.

Password

Remember Me done

Forgot My Login Details Create a Profile

Trust Losses Case Studies presentation

Member Price: Free
Non Member Price: $15.00

shopping_cart Add to cart

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

More by Peter DE CURE

Establishment & operational issues taxation paper - 11-October-2010
Trust Losses Case Studies seminar paper - 26-August-2003
Ralph: the key issues: hobby farms/personal exertion - 08-February-2000

Click here to expand/collapse more articles by Peter DE CURE.

Andrew SINCLAIR

More by Andrew SINCLAIR

Family matters and the balancing act paper - 03-May-2018
Is it a “scheme”? - 01-July-2015
Exiting your business - Transferring to the next generation paper - 07-May-2015
Restructuring – Avoiding harm’s way paper - 26-March-2014
Acquiring assets from related parties - case study paper - 22-November-2013
Unlocking the value of SMSFs in acquisitions and business restructures - 01-February-2013
Unlocking the value of SMSFs in acquisitions and business restructures paper - 06-August-2012
Family companies - Succession: CGT & stamp duty paper - 20-October-2011
Structuring and restructuring overview paper - 20-May-2011
Share capital: Opportunities & pitfalls paper - 06-May-2010
Part IVA "conquering CGT" paper - 21-November-2008
Taxation and other considerations for the sale of business and sale of shares paper - 16-September-2008
Discretionary trusts: where are we now with splitting and cloning? paper - 06-May-2006
Trust losses paper - 18-November-2005
Liquidate but only after you contemplate - getting money out of private companies paper - 18-March-2005
Winding up companies case studies - 03-November-2004
Trusts - Issues for the offspring, corporate beneficiaries and other matters seminar paper - 10-September-2004
Trusts and CGT - The Hidden Dangers of the 'E' Events convention paper - 12-March-2004
Trust Losses Case Studies seminar paper - 26-August-2003
Assorted Trust Tax Issues seminar paper - 11-April-2003
Tax issues on winding up - 29-August-2002
Tax issues on winding up (case studies) - 29-August-2002
Ending trusts - 19-April-2002
Ending trusts - 21-March-2002
Winding up business structures - 19-October-2001
Avoiding the lightening strike: winding up business structures - 19-October-2001
Winding up business structures - 19-October-2001
Winding Up Business Structures - 04-May-2001
Consolidations: An Overview - 01-March-2001
Consolidations - 21-February-2001
Consolidations: Impact of SME's and Trusts - 13-February-2001
Consolidations - 31-January-2001
Entity taxation and consolidation for closely held entities - 27-April-2000
The labyrinth: entity taxation and consolidation for closely held entities - 30-March-2000
Trusts & estate planning - 24-October-1997
Corporations law simplification: don't get caught out - 01-May-1997
Trust and estate planning - 22-March-1997

Click here to expand/collapse more articles by Andrew SINCLAIR.

Paul TANTI

More by Paul TANTI

Changes to CGT small business concessions paper - 02-May-2019
Capital gains tax: The obscure provisions - 01-June-2011
Capital gains tax: The obscure provisions paper - 14-April-2011
Trust losses and family trust elections workshop paper - 05-March-2010
Trust losses and family trust elections paper - 05-March-2010
CGT Small Business Concessions - Case study and questions paper - 21-May-2009
Issues on the sale and acquisition of businesses paper - 18-October-2008
Practical guide to family trust elections and trust losses paper - 16-March-2007
Tax issues relating to debts paper - 05-May-2006
Real Property seminar paper - 25-September-2003
Overview of Trust Loss Provisions seminar paper - 26-August-2003
Trust Losses Case Studies seminar paper - 26-August-2003
CGT - examining the events seminar paper - 30-January-2003
Trust elections - 02-May-2002
Practical Workshop On: Trust Loss Provisions, 45 Day Rule and Loss Company Ownership, Division 7A and s109UB, Structuring and Asset Protection - 07-August-2001
Practical Workshop On: Trust Loss Provisions, 45 Day Rule and Loss Company Ownership, Division 7A and s109UB, Structuring and Asset Protection - 07-August-2001
Practical Workshop On: Trust Loss Provisions, 45 Day Rule and Loss Company Ownership, Division 7A and s109UB - 07-August-2001
UB statements - GST on in-specie trusts - 30-October-2000
UB statements - GST on in-specie trusts - 30-October-2000
Bibliography for paper by Paul Tanti - 30-October-2000

Click here to expand/collapse more articles by Paul TANTI.

This was presented at Trust Losses .

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

shopping_cart Add all items to cart - $132.00

Individual sessions

Overview of Trust Loss Provisions

Author(s): Paul TANTI

Materials from this session:

Overview of Trust Loss Provisions seminar paper

$75.00 non member price
shopping_cart Add to cart

Trust Losses Case Studies

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

Materials from this session:

Trust Losses Case Studies seminar paper

$75.00 non member price
shopping_cart Add to cart

Trust Losses Case Studies presentation
(Currently Viewing)

$15.00 non member price
shopping_cart Add to cart

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.

shopping_cart Add all items to cart - $72.00

Further details about this event:

Trust Losses

Copyright Statement

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

click to expand/collapse

The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.

Trust Losses Case Studies presentation

Author profiles

Peter DE CURE

More by Peter DE CURE

Andrew SINCLAIR

More by Andrew SINCLAIR

Paul TANTI

More by Paul TANTI

Individual sessions

Overview of Trust Loss Provisions seminar paper

Trust Losses Case Studies seminar paper

Trust Losses Case Studies presentation

Further details about this event:

Copyright Statement

Copyright Statement

Explore

Membership

Social