shopping_cart

Your shopping cart is empty

I say unit trust you say fixed trust podcast

Member Price: $35.00
Non Member Price: $43.00

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 02 Jun 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers some federal tax traps that arise in the administration of unit trusts and the fixed / non-fixed debate.

Author profile

Daniel Smedley CTA
Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026
Click here to expand/collapse more articles by Daniel SMEDLEY.

 

This was presented at Trusts Intensive .

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

Individual sessions

I say unit trust you say fixed trust

Author(s):  Daniel SMEDLEY

Materials from this session:

Anatomy of a Trust Deed

Author(s):  Julie VAN DER VELDE

Materials from this session:

FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries

Author(s):  Linda Tapiolas

Materials from this session:

Insolvency

Author(s):  Mark Gioskos

Materials from this session:

International aspects of Trust planning/99B

Author(s):  Jim O'DONNELL

Materials from this session:

Estate and succession planning consideration

Author(s):  Michael FLYNN

Materials from this session:

Trust distributions in the new world order? Where are we on Section 100A

Author(s):  Louise Clarke,  Mark WEST

Materials from this session:

Further details about this event:

 

Copyright Statement