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The latest developments in succession planning for trusts paper

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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 16 Aug 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • discretionary trusts
  • memoranda of wishes
  • switching off appointor and guardian powers                  
  • introduction of guardian
  • corporate appointors and guardians
  • the strategy in Fischer & Nemeske Pty Ltd
  • trust splitting.

 

Author profiles

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
Click here to expand/collapse more articles by Daniel FRY.
Lisa Monaco
Lisa is a solicitor at Birchstone Tax Law specialising in providing estate planning services to high net worth individuals. She regularly works with trusts, private companies and superannuation from an estate planning perspective. Lisa completed a Masters in Estate Planning at the end of last year. Her background includes practising family law in WA. - Current at 16 December 2020

 

This was presented at 51st Western Australia State Convention .

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The latest developments in succession planning for trusts

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