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Tax and trusts – the topic that keeps on giving podcast

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Non Member Price: $43.00

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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 26 May 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers:

  • UPEs to private companies and Div 7A (TD 2022/D1)
  • Section 100A developments (Guardian’s case; TR 2022/D1; PCG 2022/D1; TA 2022/1
  • Disclaimers
  • Court jurisdiction to explore vesting issues
  • Consequences of trust vesting – TR 2018/6
  • Settlements of trust
  • Duty/CGT triggering events
  • Extending the vesting date – or maybe not?
  • Variation of trust deeds after vesting date (Re McGowan & Valentini Trusts [2021] VSC 154).

Author profile

Dr Philip Bender ATI
Dr Philip Bender, ATI is a barrister at the Victorian Bar. He is the author of Bender’s Australian Stamp Duties, published by the Tax Institute. He acts in Federal and State taxation, superannuation, and trusts and estates matters for taxpayers and revenue authorities. In the trusts area, he has acted in many taxation disputes involving trusts issues, and has acted in many trusts matters involving, amongst other topics, trust deed and will interpretation, alleged breaches of trust; trustee removal applications; judicial advice; charitable trusts; and superannuation death benefits disputes. - Current at 06 March 2023
Click here to expand/collapse more articles by Philip Bender.

 

This was presented at VIC Tax Forum .

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Individual sessions

ATO – What’s happening in the SME space?

Author(s):  Kelly Canavan,  Moira MERRICK

Materials from this session:

Tax and trusts – the topic that keeps on giving

Author(s):  Philip Bender

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Tax issues for small scale property developments

Author(s):  Rajan Verma

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Build to Rent

Author(s):  Matt Ervin,  Rebecca Lawrence

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Intergenerational wealth transfer

Author(s):  Bernie O'SULLIVAN,  Will Monotti

Materials from this session:

International tax and Intellectual Property

Author(s):  Chris Ferguson,  Rachel Sciascia

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Back to basics – Blockchain, Cryptocurrency, and Non Fungible Tokens (NFTs)

Author(s):  John BASSILIOS,  Adam Dimac

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Corporate cases update

Author(s):  Anna WILSON,  Anthony BRADICA

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NALE/NALI

Author(s):  Shaun Backhaus,  Daniel BUTLER

Materials from this session:

Employee contract distinction – employment tax case, payroll tax, superannuation

Author(s):  Iona Goodwin,  Melinda Bell,  Anthony BRADICA

Materials from this session:

Why corporates should engage with tax corporate governance

Author(s):  Megan Bishop,  Sue WILLIAMSON

Materials from this session:

High wealth private group ATO reviews: Top 500, Next 5,000 and the next 180,000

Author(s):  Paul HOCKRIDGE

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Division 7A – the landscape shifts again

Author(s):  Arthur ATHANASIOU

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Outcomes from the Federal Election

Author(s):  Julie Abdalla,  Robyn Jacobson,  Andrew MILLS,  Scott TREATT

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Tax Policy and Advocacy Update

Author(s):  Julie Abdalla,  Robyn Jacobson,  Scott TREATT

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