Practical issues with trusts – Part B paper

Dung Lam CTA

Dung Lam, CTA, is a Principal at West Garbutt and is based in Sydney. Dung has more than two decades of experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, a member of the Business Law Section Taxation Committee of the Law Council of Australia and a member of the NSW Law Society Liaison Committee with the Revenue NSW. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 17 January 2023

Elizabeth Burnheim

Elizabeth Burnheim is a Consulting Principal at Keypoint Law, specialising in taxation, superannuation, estate planning and trusts. Her skillset enables her to take a holistic approach in advising clients and creating bespoke estate plans to achieve a client’s outcomes and wishes in a tax effective manner. Elizabeth also has extensive experience in a broad range of superannuation matters. From managing large superannuation guarantee charge ATO audits on behalf of national employer companies, to advising SMSF trustees in respect of property development and acquisitions, to acting on behalf of SMSF trustees in superannuation fund rectification matters and establishing and amending rules for SMSFs - Current at 22 February 2024

Oscar Dougherty CTA

Oscar is a Senior Associate at HWL Ebsworth Lawyers practicing in taxation advisory and controversy matters. Oscar has worked with clients on issues across the taxation landscape throughout a broad variety of industries within both the private (both large/multinational listed corporations and private clients) and public (both federal and state) sectors. Having worked in both legal practice and the taxation practice of a Big Four professional services firm, Oscar understands the practical realities faced by his clients and breaks down complexities to ensure the most efficient and effective outcomes for his clients. Oscar has undergraduate and postgraduate legal qualifications, and is a Fellow of the Tax Institute. - Current at 30 June 2023