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Searching Content indexed under Trusts by Hayley Mitchell ordered by Published Date Descending.
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Federal Court case supports ATO position on trust splitting - so what are my other options?
As trust splitting is likely to give rise to adverse tax consequences, it could be necessary to consider other options.
Australia
10 Sep 2018
2
Trust splitting: no longer an estate planning option?
Draft taxation determination 2018/D3 outlines the ATO view that a trust split potentially triggers CGT consequences.
Australia
10 Aug 2018
3
SMSF death benefit challenged – Supreme Court to decide validity of reversionary pension and binding death benefit nomination
The outcome of a recent case (where Cooper Grace Ward acted for the trustee) will have wide implications for SMSFs.
Australia
7 Aug 2018
4
Discretionary trusts: can you effectively pass on control when you die?
Recent case highlights the importance of a well drafted trust deed that facilitates the passing of control.
Australia
28 Mar 2018
5
Establishing a trust – unintended consequences when it goes wrong!
Whilst establishing a trust is simple, it is often not done properly.
Australia
21 Mar 2018
6
Advisers beware: are your variations and changes of trustees effective?
All amendments to the trust must be properly documented, signed and dated and comply with the terms of the trust deed.
Australia
4 Sep 2017
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