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Discretionary Trusts – Issues: New and old paper

Member Price: $57.00
Non Member Price: $75.00

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 28 Apr 21 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Why – the benefits
  • Why not – PSI, R & D, etc
  • 100A – the rise of the spectre
  • 99B – an unforeseen result.

Author profile

Julie Van der Velde CTA
Julie Van der Velde, CTA TEP is the principal of a specialised commercial law firm, VdV Legal. With over 25 years’ experience advising Australian businesses, her practice focuses on taxation and trust law with an emphasis on business structuring, tax planning, business succession and intergenerational transfers. Julie is The Tax Institute’s SME Chartered Tax Adviser for 2017 and a regular speaker for the Tax Institute and other professional organisations. - Current at 25 November 2025
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