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Perpetuity periods, vesting dates and winding up a trust 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 20 May 15 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • vesting
  • practical implications of vesting
  • tax consequences and issues when a trust vests
  • extending the vesting date.

Author profiles

Andrew O'Bryan CTA
Andrew O'Bryan, CTA is a Partner at Hall & Wilcox Lawyers and provides advice on the application of a wide range of taxation. He has substantial knowledge of taxation and commercial practice and advises his clients on income tax, capital gains tax, tax audits and reviews, fringe benefits tax, business structuring and transactions, liquidations and reconstructions, superannuation, retirement planning, business succession, estate planning, and philanthropy. Andrew advises accounting and legal firms on their clients’ affairs. He also draws clients from industry, commerce and high-net-worth private family groups. One of his main interests is advising private business owners on the transition of management and control of family businesses to the next generation. Andrew has been recognised in the The Best Lawyers in Australia in Tax Law every year since 2014 and is a leading tax lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 04 July 2023
Click here to expand/collapse more articles by Andrew O'BRYAN.
William Moore
William Moore leads Hall & Wilcox’s national Private Client practice. With over 15 years' of experience, William helps clients to work through their succession planning goals and issues. William is widely regarded as a leading practitioner in the area of succession planning, trusts, estates and estate litigation. William prides himself on giving practical advice and understanding the client's needs and business intimately to give them the best results. William is a ranked individual in Chambers High Net Worth 2024 for Private Wealth Law, a Law Institute of Victoria Accredited Specialist in Wills & Estate Law, a recommended Wills, Estates and Succession Planning Lawyer and Wills & Estates Litigation Lawyer in Victoria in Doyle's Guide to the Australian Legal Profession. - Current at 27 August 2024
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Jacinta Bolzonello

 

This was presented at Trusts Masterclass .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Trusts and murphy's law (or anything that can go wrong, will go wrong)

Author(s):  Jeffrey CHANG

Materials from this session:

Perpetuity periods, vesting dates and winding up a trust

Author(s):  Andrew O'BRYAN,  William Moore,  Jacinta Bolzonello

Materials from this session:

Trust current issues and hot topics

Author(s):  Fiona DILLON

Materials from this session:

Further details about this event:

 

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