The vesting date of a trust can bring with it an enormous tax and stamp duty bill if you handle the vesting incorrectly.  This session looks at the major issues in managing tax liability on the vesting date:

  • The trust about to vest or has vested – what are the potential tax implications?
  • The difference between vesting and “vested and indefeasible”
  • CGT events on vesting – Event E5 and E7
  • Extending the vesting date – what does the trust deed say on powers of amendment?
  • Resettlement issues on extension – FCT v Clark & Anor revisited
  • Stamp duty considerations in extending the vesting date
  • Changing the “proper law” of a trust to South Australia
  • Revisiting Re Plator Nominees [2012] VSC 284
  • Case study - Family trusts and vesting dates
Our presenter

Michael Bennett, Barrister, Wentworth Selborne Chambers, Sydney

Called to the Bar in 2011, Michael practices in Bankruptcy & Insolvency, Commercial Law, Equity & Trusts, Property law, Superannuation, Taxation & Revenue laws and Wills & Estate Planning. His practice involves advisory work, attendance on transactions and disputes.

Michael regularly acts for individuals, corporations, trusts, and Government authorities including revenue authorities. His clients and referrers are a variety of law and accounting firms, financial planning groups and in house legal departments.

Michael is a Chartered Tax Adviser, lectures in the Tax law at the University of New South Wales and is a Lieutenant Legal Officer in the Royal Australian Navy Reserves. He is also a regular speaker for professional associations such as the Taxation Institute of Australia.


This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBHJAN18
 Price:   $253.00 (Inclusive of GST)
© 2018 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.