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Should your clients still use discretionary trusts? paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 11 Jun 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • why trusts have fallen from grace?
  • what is still good about trusts?
  • managing the challenges.

Author profile

Stephen Holmes CTA
Photo of author, Stephen HOLMES Stephen Holmes, CTA, is a Partner with WMS Chartered Accountants based on the Gold Coast. He specialises in all SME tax matters with a particular interest in the CGT small business concessions, tax effective restructures and Division 7A. Since 2011. He is passionate about tax education and assistance for regional accountants. He is also a regular speaker for other professional bodies including the Tax Institute. - Current at 01 June 2026
Click here to expand/collapse more articles by Stephen HOLMES.

 

This was presented at 2015 Private Business Tax Retreat .

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

Individual sessions

Employee share schemes

Author(s):  Hayden BENTLEY

Materials from this session:

Structuring for a sale in the next five years

Author(s):  Peter BOBBIN

Materials from this session:

Should your clients still use discretionary trusts?

Author(s):  Stephen HOLMES

Materials from this session:

Carry forward losses

Author(s):  Mark Molesworth,  Sharnie Mitchell

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ACA anomalies

Author(s):  Dominic Moon,  Andrew Jones

Materials from this session:

Division 7A

Author(s):  Andrew Noolan

Materials from this session:

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