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Winding up trusts discretionary & unit trusts 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 12 Feb 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • why would you want to wind up a trust?
  • winding up trusts is different from winding up companies
  • there are consequences when a trust vests
  • how do you go about winding up a trust?
  • trustee responsibilities on vesting
  • practical order of events if a trust vests
  • income tax
  • CGT consequences
  • discretionary trusts.

Author profile

David Montani CTA
David Montani, CTA, is National Head of Technical Tax – Private Enterprise at Grant Thornton. He has over 30 years’ experience, with over 20 of those in specialist tax advisory. In his role with GT, David delivers practical tax training, mentors staff, provides tax technical support on significant client engagements, and assists with quality and excellence protocols. - Current at 13 November 2025
Click here to expand/collapse more articles by David Montani.

 

This was presented at Exiting structures for SME's .

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