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Transitioning for changes in control. It’s simple, isn’t it? 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 summary of the legal issues and the practical implications to consider when readying a trust for future changes.
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Transitioning for changes in control. It’s simple, isn’t it?
Author(s):
Melinda Peters,
Tess Jager
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Author profile
Melinda Peters CTA
Melinda Peters, CTA, is a specialist tax and duty lawyer, practising in all areas of direct and indirect tax - with a particular focus on the transaction taxes, structuring and funds management. A partner in McCullough Robertson’s highly regarded taxation team and a chartered tax adviser, Melinda prides herself on achieving commercial outcomes and providing practical advice to clients. In her role, Melinda acts for a range of clients, from individuals to start ups, to large corporate clients and managed funds. She advises extensively on cross-border taxation issues and inbound and outbound investment structures, mergers and acquisitions, trusts and is experienced in advising and implementing a range of employee incentive and remuneration arrangements. She also assists clients with taxation and duty disputes and has experience in such matters before the Federal Court, AAT and Queensland Supreme Court. Melinda holds a Juris Doctor from the University of Queensland and a Masters of Taxation from the University of Sydney. - Current at 20 February 2023This was presented at 2021 Trust Intensive Series .
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Individual sessions
Trust law 101 - different types of trust, and what does it mean for your client?
Author(s): Rachel VijayarajMaterials from this session:
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Transitioning for changes in control. It’s simple, isn’t it?
Author(s): Melinda Peters, Tess JagerMaterials from this session:
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Winding up a trust structure – what happens next?
Author(s): Philip BenderMaterials from this session:
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Trust distributions
Author(s): Daniel SMEDLEYMaterials from this session:
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Trusts and beneficiaries – residency matters
Author(s): Chris ARDAGNAMaterials from this session:
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Tips and traps: Duty exemptions and concessions for trusts
Author(s): Rosalie CattermoleMaterials from this session:
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I’ve set up a trust – now what? Day to day considerations
Author(s): Antony BARRIER, Dudley ElliottMaterials from this session:
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