Recorded Webinar: When Vesting is Upon Us – Stamp Duty and Tax Implications on Vesting Trusts

Thursday 18th May 2017

Duration:  approx. 2 hours

About the webinar

Property held in trust will vest at some point, unless the trust is South Australian. When a trust comes to the end of its life, it is important that you are aware of how the vesting will occur and what the tax consequences are.  This session looks at some of the main tax issues on vesting and covers:

  • Vesting – the operation of the trust deed and the vesting procedure
  • Approaching vesting date – where should the proceeds be distributed?
  • Vesting and CGT liability – event E5 and K6
  • Vesting, stamp duty and income tax issues
  • Amending the terms of the deed and managing resettlement risks
  • Extending the life of the trust – what are the options?
  • After vesting – the ongoing trust relationship and potential tax issues
  • Tax consequences of defective distributions

Who should attend

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

Matthew Burgess, Director, View Legal

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in trusts, tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and in Doyles’ personally or as part of view since 2015 in relation to taxation. In 2017 he was shortlisted as taxation partner of the year by Lawyers Weekly.

While a significant focus of Matthew’s practice is on small to medium enterprises and private business owners, the growth in this area in recent years has meant that he also regularly works on transactions with listed companies.

Product Code: WBLMAY17
 Price:  $253.00 (Inclusive of GST)
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