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NSW Trusts Conference

Published on 07 Nov 2019 | Took place at Sofitel Sydney Wentworth, Sydney, NSW

NSW Trusts Conference forms part of our 2019 Trusts Series, introducing a streamlined approach to this important area, with the localised focus it requires.

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Individual sessions

Structures - Do trusts fit the mould?

Author(s):  Michael Bennett

This paper covers:

  • benefits of trusts
  • detriments of trusts
  • terms to be Included in any discretionary trust.
Materials from this session:

Issues with trust distributions

Author(s):  Bradley Jones

This paper covers:

  • what is trust income?
  • creating a present entitlement
  • creating a specific entitlement 
  • Division 6 sleepers: s.99B and 100A
  • unpaid present entitlements of corporate beneficiaries.
Materials from this session:

State taxes and trusts

Author(s):  Matthew SEALEY

This paper covers:

  • fixed trusts for land tax purposes
  • payroll tax grouping and trusts 
  • landholder duty and deemed ownership of discretionary trusts
  • foreign person surcharges and trusts
  • handling the regulators.
Materials from this session:

Residency and trusts

Author(s):  Mark L BRABAZON

This paper covers:

  • fiscal residence
  • residence of the trust
  • residence of the grantor 
  • residence of the beneficiaries
  • capital gains and residence.
Materials from this session:

Death and trusts – A practical guide

Author(s):  Danielle Verde,  Lisa To

This paper covers:

  • inter vivos trusts and superannuation
  • post-mortem trusts - the different types and how to establish, administer and manage them
  • duties, powers, rights and responsibilities of trustees administering testamentary trusts
  • liabilities of trustees and conflict issues
  • family provision and notional estate.
Materials from this session: