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Winding up a trust structure – what happens next? 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

This podcast covers:

  • The process of vesting a trust
  • What happens to the assets of the trust
  • Recent case law including McGowan & Valentini
  • What happens if the vesting date has passed?
  • Jurisdiction of the Trust.

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
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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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