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Tips and traps: Duty exemptions and concessions for trusts video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 08 Sep 21 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Abstract:
This video covers:

  • Declaration of trust
  • Change of trustee
  • Transfer of trust assets to a beneficiary
  • Concessions and exemptions for superannuation funds
  • Transfer of shares in trustee company.

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Tips and traps: Duty exemptions and concessions for trusts
Author(s):  Rosalie Cattermole

Material from this session:

Author profile

Rosalie Cattermole CTA
Rosalie Cattermole, CTA, is a legislation and policy specialist at the Victorian State Revenue Office. She is currently on secondment to the SRO’s Tax Advisory and Review Branch in the role of Principal Tax Specialist. Prior to joining the SRO, Rosalie was a tax specialist in the private sector for over 20 years with experience in direct and indirect taxes. During her time in Queensland, Rosalie was the founding Chair of The Tax Institute’s Queensland’s State Taxes Committee and a Queensland State Councillor for The Tax Institute. Rosalie holds a Bachelor of Laws and a Master of Taxation from Monash University. - Current at 09 April 2026
Click here to expand/collapse more articles by Rosalie Cattermole.
This was presented at 2021 Trust Intensive Series .

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

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Tips and traps: Duty exemptions and concessions for trusts

Author(s):  Rosalie Cattermole

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