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I say unit trust you say fixed trust presentation
Published on 02 Jun 22 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers some federal tax traps that arise in the administration of unit trusts and the fixed / non-fixed debate.
Author profile
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
This was presented at Trusts Intensive .
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I say unit trust you say fixed trust
Author(s): Daniel SMEDLEYMaterials from this session:
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Anatomy of a Trust Deed
Author(s): Julie VAN DER VELDEMaterials from this session:
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FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries
Author(s): Linda TapiolasMaterials from this session:
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Insolvency
Author(s): Mark GioskosMaterials from this session:
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International aspects of Trust planning/99B
Author(s): Jim O'DONNELLMaterials from this session:
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Estate and succession planning consideration
Author(s): Michael FLYNNMaterials from this session:
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Trust distributions in the new world order? Where are we on Section 100A
Author(s): Louise Clarke, Mark WESTMaterials from this session:
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