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Keeping it in the family paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 24 Nov 22 by NATIONAL DIVISION, THE TAX INSTITUTE

Structuring wealth for families faces new challenges. David cover developments in:

  • Debt-collecting by tax authorities by suing relatives of the taxpayer, to undo ‘gifts’ made to them and;
  • What the recent cases about ‘gift and loan back’ tell us. Where are we up to?

Author profile

David Marks KC CTA
Photo of author, David Marks CTA David Marks KC, CTA is a commercial Silk at the Queensland Bar practising principally in tax. He has a broader practice in commercial litigation, trusts and estates, and administrative law. He contributes to the life of the profession through his committee work for The Tax Institute and other professional bodies. He is a Chartered Tax Adviser and a registered Trust and Estates Practitioner. He received The Tax Institute’s Meritorious Service Award in 2013, and is on TTI’s Editorial Board. David also serves on the disciplinary panel of an international practitioner association. - Current at 10 July 2023

 

This was presented at Private Business Tax Retreat .

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