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Should your clients still use discretionary trusts? presentation

Member Price: Free
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 has been practicing as an accountant since 1987 and has had a focus on tax since 1994. 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, Stephen has been a senior tax and superannuation trainer with CAANZ and has been instrumental in establishing dedicated tax training communities on both the Gold Coast and in Lismore for Northern NSW practitioners. 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. Stephen holds separate Masters degrees in both Taxation and Economics as well as a Bachelor of Business. More recently, he was awarded a Juris Doctor degree with first class honours from Bond University. - Current at 30 January 2025
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This was presented at 2015 Private Business Tax Retreat .

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

Individual sessions

Employee share schemes

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Structuring for a sale in the next five years

Author(s):  Peter BOBBIN

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Should your clients still use discretionary trusts?

Author(s):  Stephen HOLMES

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Carry forward losses

Author(s):  Mark Molesworth,  Sharnie Mitchell

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ACA anomalies

Author(s):  Dominic Moon,  Andrew Jones

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Division 7A

Author(s):  Andrew Noolan

Materials from this session:

Further details about this event:

 

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