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Navigating the trustee’s annual minefield 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 17 Jun 21 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • Distributing income of the trust estate and the net income
  • Streaming franking credits and capital gains
  • Section 100A and the coming tsunami
  • Issues for family trusts and their interposed entities
  • The obligations of closely held trusts.

Author profiles

Paul Sokolowski CTA
Photo of author, Paul SOKOLOWSKI Paul Sokolowski, CTA, is a partner at Arnold Bloch Leibler, and is the national leader of the firm’s taxation practice. Paul advises clients, including high-networth individuals, large private groups and public entities in tax reviews, audits, disputes and litigation, and in domestic and international transactions. Paul is a regular speaker and writer for the Tax Institute, and other organisations and publications. He actively contributes to tax policy, legislative, technical and administrative development and debate. In March 2019, Paul won The Tax Institute’s 2019 Chartered Tax Advisor of the Year Award. - Current at 06 December 2024
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Mark Macrae CTA
Mark Macrae, CTA is a legal practitioner director in the Tax Controversy team at EY and advises a range of clients including multinationals, high-net-worth individuals, and large private groups. Mark’s practice focuses on managing all stages of complex audits and litigation, as well as advising on federal and state taxes, and the foreign investment regime. - Current at 23 August 2024
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Kaitilin Lowdon ATI
Kaitilin Lowdon, ATI, is a Principal Lawyer in Sladen Legal. She acts for a diverse range of clients, including (ultra) high net wealth individuals, family offices and business enterprises. Her expertise includes advising clients on high-profile and complex tax matters, including reviews, audits and litigation, and transactions, across a wide range of taxation matters. - Current at 13 February 2026
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Individual sessions

Navigating the trustee’s annual minefield

Author(s):  Paul SOKOLOWSKI,  Mark MACRAE,  Kaitilin LOWDON

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