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Practical issues with trusts – Part B presentation

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Non Member Price: $15.00

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Published on 24 May 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • Thomas – is the Commissioner bound by Supreme Court orders?
  • Lewksi – does a conditional trustee distribution work?
  • Smeaton – does a disclaimer always operate retrospectively?
  • Lewski – disclaimer and agency principles
  • Rambaldi – avoiding unfair preference rules with a Quistclose
  • trust or ensuring the debtor does not receive the property
  • Sandini – CGT event A1 and the marriage breakdown rollover
  • fixed trust for NSW land tax – Commissioner’s Practice Note
  • fixed trust for income tax – PCG 2016/6
  • can the expiry date of a trust be extended?
  • shortening the vesting date – TR 2017/D10.

 

Author profile

Dung Lam CTA
Dung Lam, CTA, is a Principal at West Garbutt and is based in Sydney. Dung has more than two decades of experience in advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as duty, payroll tax and land tax. Dung also has extensive experience advising on taxation trusts, superannuation issues in the self-managed superannuation funds arena and tax issues related to estate planning. Dung is a Chartered Tax Adviser, full member of the Society of Trusts and Estate Practitioners, an accredited Specialist in Business and Personal Tax with the NSW Law Society, a member of the Business Law Section Taxation Committee of the Law Council of Australia and a member of the NSW Law Society Liaison Committee with the Revenue NSW. Dung advises a broad range of clients ranging from corporates, small to medium enterprises, high net worth individuals, professional firms, accountants, financial planners and their clients. - Current at 17 January 2023
Click here to expand/collapse more articles by Dung Lam.

 

This was presented at NSW 11th Annual Tax Forum .

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