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Future of trusts: The RMIT report presentation

Member Price: Free
Non Member Price: $15.00

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 28 Nov 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overview of RMIT report
  • key statistics underpinning the landscape of trusts in Australia
  • issues identified in the RMIT Report (and validity of concerns)
  • future of discretionary trusts in Australia in conducting a business or holding an investment
  • difficulties with trusts in business and family succession.

Author profiles

Daniel Smedley CTA
Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026
Click here to expand/collapse more articles by Daniel SMEDLEY.
Edward HENNEBRY
Click here to expand/collapse more articles by Edward HENNEBRY.

 

This was presented at Victorian Trusts Conference .

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

Individual sessions

The future of trusts: The RMIT report

Author(s):  Edward HENNEBRY,  Daniel SMEDLEY

Materials from this session:

Trust vesting: What happens?

Author(s):  Michael FLYNN,  Daniel Diaz

Materials from this session:

Division 6 sleepers

Author(s):  Terry MURPHY,  Mia Clarebrough,  Moira MERRICK

Materials from this session:

Residency and trusts

Author(s):  Anthony BRADICA

Materials from this session:

Victorian state taxes and trusts

Author(s):  James Hamblin,  Rachel O'Donnell

Materials from this session:

Further details about this event:

 

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