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Should your clients still use discretionary trusts? presentation

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Non Member Price: $15.00

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Published on 11 Jun 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • what have been the challenges since 2009?
  • why use trusts at all – when do they outperform other structures?
  • managing the post 2009 challenges.

Author profile

Stephen Holmes CTA
Photo of author, Stephen HOLMES Stephen Holmes, CTA, is a Partner with WMS Chartered Accountants based on the Gold Coast. He specialises in all SME tax matters with a particular interest in the CGT small business concessions, tax effective restructures and Division 7A. Since 2011. He is passionate about tax education and assistance for regional accountants. He is also a regular speaker for other professional bodies including the Tax Institute. - Current at 01 June 2026
Click here to expand/collapse more articles by Stephen HOLMES.

 

This was presented at 2015 Private Business Tax Retreat .

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

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Structuring for a sale in the next five years

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Should your clients still use discretionary trusts?

Author(s):  Stephen HOLMES

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Carry forward losses

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ACA anomalies

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