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Tips and traps: Duty exemptions and concessions for trusts 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 08 Sep 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers:

  • Declaration of trust
  • Change of trustee
  • Transfer of trust assets to a beneficiary
  • Concessions and exemptions for superannuation funds
  • Transfer of shares in trustee company.

Author profile

Rosalie Cattermole CTA
Rosalie Cattermole, CTA, is a legislation and policy specialist at the Victorian State Revenue Office. She is currently on secondment to the SRO’s Tax Advisory and Review Branch in the role of Principal Tax Specialist. Prior to joining the SRO, Rosalie was a tax specialist in the private sector for over 20 years with experience in direct and indirect taxes. During her time in Queensland, Rosalie was the founding Chair of The Tax Institute’s Queensland’s State Taxes Committee and a Queensland State Councillor for The Tax Institute. Rosalie holds a Bachelor of Laws and a Master of Taxation from Monash University. - Current at 09 April 2026
Click here to expand/collapse more articles by Rosalie Cattermole.

 

This was presented at 2021 Trust Intensive Series .

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

Individual sessions

Trust law 101 - different types of trust, and what does it mean for your client?

Author(s):  Rachel Vijayaraj

Materials from this session:

Transitioning for changes in control. It’s simple, isn’t it?

Author(s):  Melinda Peters,  Tess Jager

Materials from this session:

Winding up a trust structure – what happens next?

Author(s):  Philip Bender

Materials from this session:

Trust distributions

Author(s):  Daniel SMEDLEY

Materials from this session:

Trusts and beneficiaries – residency matters

Author(s):  Chris ARDAGNA

Materials from this session:

Tips and traps: Duty exemptions and concessions for trusts

Author(s):  Rosalie Cattermole

Materials from this session:

I’ve set up a trust – now what? Day to day considerations

Author(s):  Antony BARRIER,  Dudley Elliott

Materials from this session:

Further details about this event:

 

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