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Trusts and professional practices presentation

Published on 26 Mar 12 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • key issues for clients to consider
  • relevant professional rules
  • discretionary, fixed and hybrid trusts
  • CGT event E4
  • service trusts
  • TR 2010/3 and PS LA 2010/4
  • discretionary trusts - Asset protection issues.

Author profile

Will Fennell
Will is a taxation specialist at Piper Alderman who provides state, federal and international taxation advice to a range of corporate, commercial and private clients. Much of Will’s work involves the provision of specialist taxation advice in the context of corporate restructures, business sale transactions and private client advisory. Will also advises the charities sector in relation to a range of taxation and governance issues. In addition to advisory work, Will also manages disputes with state and federal taxation authorities, and has an excellent track record in securing positive outcomes for his clients. Will’s knowledge and expertise is well recognised both internally and externally. Will regularly authors taxation law updates and has presented papers on a number of occasions at The Tax Institute. Will has also completed a Master of Tax at Melbourne University. He also has a depth of expertise in the not-for-profit sector advising NFPs on a range of issues including restructuring, tax endorsement and compliance, and directors’ duties. - Current at 12 March 2021
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This was presented at Professional Practices Day .

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