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Trusts and unpaid present entitlements (UPEs) video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 18 Oct 21 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

Abstract:
This video covers issues and strategies for dealing with UPEs.

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Trusts and unpaid present entitlements (UPEs)
Author(s):  Paul HOCKRIDGE

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Author profile

Paul HOCKRIDGE
Photo of author, Paul HOCKRIDGE Paul of Mutual Trust, has over 30 years experience in advising high-wealth families, closely held businesses and accounting and legal firms on tax, asset protection and estate and succession planning. He has particular expertise in litigation support and property development. Paul started his career with the ATO and has worked in major legal and accounting firms. Prior to joining Mutual Trust, he was a Tax Partner at Deloitte Private for several years. For a number of years, Paul has been a regular author and speaker on taxation matters, particularly in relation to tax aspects of business and investment structuring, estate and succession planning and salary packaging.
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