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Trust splitting 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 13 Jun 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • key elements of a trust
  • interest in a discretionary trust vs mere object
  • challenges in relation to the nexus with estate planning
  • consider the discretionary trust
  • limitations on trustee discretion
  • trust splitting
  • umbrella trust.

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
Click here to expand/collapse more articles by Daniel SMEDLEY.

 

This was presented at Trusts Day .

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

Individual sessions

Overcoming trust issues

Author(s):  Leon MOK

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Building blocks of a trust

Author(s):  Daniel SMEDLEY

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Trusts Splitting - Supplementary paper

Author(s):  Daniel SMEDLEY

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Workshop – Trust deed amendments

Author(s):  Daniel FRY,  Daniel VELTHUIS

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Further details about this event:

 

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