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Trusts Masterclass

Published on 20 May 2015 | Took place at Kooyong Lawn Tennis Club, Kooyong, VIC

The taxation of trusts continues to be a hot topic for the profession coming into another 30 June. Even though there has been little “new” legislation enacted, the interplay of legislative intervention, judicial interpretation and a more attentive administration by the Commissioner of Taxation heralds an era where the law in relation to trusts is both constantly evolving and in a state of flux. Practitioners are faced daily with issues that are both uncertain and potentially subject to dispute.

This event covered:

  • identify key items and issues that should be considered when a trust comes to an end
  • outline the ATO’s main issues and concerns with trusts in the current environment
  • explain practical options to deal with unanticipated trust deed problems
  • provide a list of “watch outs” that can trap junior and even senior practitioners
  • allow your voice to be heard by actively asking questions within a panel discussion.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Trusts and murphy's law (or anything that can go wrong, will go wrong)

Author(s):  Jeffrey CHANG

This paper covers:

  • typographical error
  • lost deed
  • unstamped deed
  • divorce and the removal of beneficiaries
  • adding beneficiaries.
Materials from this session:

Perpetuity periods, vesting dates and winding up a trust

Author(s):  Andrew O'BRYAN,  William Moore,  Jacinta Bolzonello

This paper covers:

  • vesting
  • practical implications of vesting
  • tax consequences and issues when a trust vests
  • extending the vesting date.
Materials from this session:

Trust current issues and hot topics

Author(s):  Fiona DILLON

This presentation covers:

  • unpaid present entitlements (UPEs) outside Division 6
  • Division 6 hot topics
  • vesting.
Materials from this session: