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Trusts - The final frontier 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 10 Jul 08 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what is a trust?
  • why use trusts?
  • types of trusts
  • administrative treatment of trusts
  • reviewing trust deed
  • section 95, 1936 Act
  • section 97, 1936 Act
  • current tax issues
  • succession planning issues
  • distribution of income
  • other issues.

Author profile

Eugene Berkovic
Eugene of GMK Partners heads the taxation division. His knowledge of tax legislation makes him a recognised authority within the profession and essential advisor to many of the firm’s clients. His areas of expertise include mergers and acquisitions, restructuring and other high level transactions. - Current at 01 July 2014
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Trusts - The final frontier

Author(s):  Eugene BERKOVIC

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