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Tips and traps: Duty exemptions and concessions for trusts paper

Member Price: $57.00
Non Member Price: $75.00

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Published on 08 Sep 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • Declaration of trust
  • Change of trustee
  • Transfer of trust assets to a beneficiary
  • Concessions and exemptions for superannuation funds
  • Transfer of shares in trustee company. 

Author profile

Rosalie Cattermole CTA
Rosalie is a Special Counsel at Arnold Bloch Leibler specialising in stamp duty Australia wide. Prior to recently moving back to Victoria, Rosalie was the founding Chair of The Tax Institute’s Queensland’s State Taxes Committee and a Queensland State Councillor for The Tax Institute. Rosalie has a strong background in both indirect and direct taxes with over 17 years of experience acting for a broad range of clients including private groups and high net worth individuals. She has significant experience across the property and mining sectors. Rosalie holds a Master of Taxation from Monash University and is a regular presenter for The Tax Institute. - Current at 21 September 2021
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