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Transitioning between trust and company 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 25 Feb 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • Managing CGT with rollovers (outside of the small business CGT confessions)
  • Cleaning up historical Division 7A issues
  • Addressing State duty on the transfer of business assets and land (Queensland and NSW)
  • The pros and cons of alternate solutions
  • Revisiting SBC eligibility.

Author profile

Thomas Walrut FTI
Tom Walrut, FTI is a Special Counsel at Cooper Grace Ward Lawyers experienced in providing tax advice to clients on both State and Federal tax issues. Tom primarily works with SME clients in a broad range of industries advising on tax planning, transactional matters, structuring and general commercial matters. He also regularly acts for clients in taxation objections and disputes with both State and Federal Revenue Authorities. - Current at 05 March 2026
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This was presented at 2021 Private Business Tax Retreat .

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

Individual sessions

Keynote Address: The post COVID economy

Author(s):  Nicki Hutley

Materials from this session:

Re-thinking business structuring

Author(s):  Mark WEST

Materials from this session:

Small business CGT concessions — Making sense of the new rules affecting shares and units

Author(s):  Linda Tapiolas

Materials from this session:

Trust versus company: Analysis for the new decade

Author(s):  Thomas TULLEY,  Catherine Parkinson

Materials from this session:

Transitioning between trust and company

Author(s):  Tom Walrut

Materials from this session:

Thought leadership – Leading the charge on tax reform

Author(s):  Peter GODBER,  Robyn Jacobson

Materials from this session:

Managing the superannuation guarantee minefield

Author(s):  Neal DALLAS

Materials from this session:

Dodging the property ownership landmines

Author(s):  Thomas Aitkenhead

Materials from this session:

The ATO experience

Author(s):  Melinda Peters

Materials from this session:

Further details about this event:

 

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