shopping_cart

Your shopping cart is empty

International aspects of Trust planning/99B 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 02 Jun 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • Living with foreign trusts – accidental change in residency
  • Section 99B and managing tax efficiency
  • CGT concessions – applying Division 152 to foreign assets or beneficiaries, and the current scope of Division 855.

Author profile

Jamie O'Donnell CTA
Jim is a Partner of Jackson McDonald Lawyers in the tax and succession arm of their corporate and commercial team. Jim has nearly 25 years professional experience. He advises and represents a wide range of clients including high net worth families and professionals, SME business structures and not for profit entities with respect to trusts, succession planning, deceased estates, SMSFs, property development and transactions, legal structuring and asset protection. He advises on all areas of Federal and State taxation. Jim holds various degrees and qualifications, including a Masters of Taxation, a Bachelor of Laws, a Bachelor of Commerce (Accounting major) and an Advanced Certificate of Public Administration. Jim is a CTA of The Tax Institute. He served on the WA State Council 2015-2018. Jim is also the Vice Chair and immediate past Chair of STEP WA and is the Secretary of STEP Australia. Jim is also currently serving on a working group with the Law Society of Western Australia to set up a specialist accreditation programme for Wills and Estate Practitioners in WA. - Current at 18 August 2021
Click here to expand/collapse more articles by Jim O'DONNELL.

 

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