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Effective trust distribution strategies

Taxation in Australia | 1 Feb 11
 
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Published on 01 Feb 11 by "TAXATION IN AUSTRALIA" JOURNAL ARTICLE

Through a series of case studies, this article considers some of the typical trust distribution strategies adopted by private groups. This article is presented in the context of an environment where an unprecedented degree of diligence is required to ensure the effectiveness of any distribution strategy.

Author profiles

Peter Slegers CTA
Photo of author, Peter SLEGERS Peter Slegers, CTA, heads Cowell Clarke’s Tax & Revenue, Superannuation and Private Client practice groups. Peter advises and acts for a wide range of public and private companies and high net worth individuals and families. Peter’s areas of expertise include income tax (as it impacts on business and high net worth clients), capital gains tax, goods and services tax, state taxes, trust law and superannuation law. Peter has published numerous papers on trust structures and has considerable experience in this area. Peter is also a co-author of the Tax Institute’s SMSF Income Stream Guide and Cowell Clarke’s Australian Agribusiness Advisers’ Guide. - Current at 16 April 2024
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Michael Chrisohoou CTA
Michael is an experienced commercial lawyer who works closely with business owners and their accountants to provide commercial and pragmatic advice. His background in tax, as well as his transactional and broader commercial experience enables him to provide specialist structuring and restructuring advice to clients. Michael’s experience includes acting for clients in the pharmacy, real property, agriculture and manufacturing industries. - Current at 29 May 2019
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