Recorded Webinar: Tax Effective Strategies for Separating Trust Assets: No Splitting, No Cloning - No Worries

 

7 April 2020

Duration:  approx. 1 hour

 ABOUT THE WEBINAR
With the ATO’s crackdown on trust splitting and trust cloning in recent years, taxpayers and advisers need to look to other options for tax effective separation of trust assets. This session explores the options for getting a similar legal or economic position as trust splitting, including:

  • the availability of CGT concessions and rollovers to transfer assets

  • tailoring company constitutions

  • entering into deeds of family arrangement

  • making interim capital distributions and loan back arrangements

  • amending trust deeds to allocate particular assets to adult children beneficiaries after the death of the parents

  • whether these options sit within the ATO views on trust resettlement?

 PRESENTER
Recorded Webinars,Taxation,Recorded Webinar:  Tax Effective Strategies for Separating Trust Assets:  No Splitting, No Cloning - No Worries

Murray Shume, Special Counsel, Cooper Grace Ward Lawyers, Brisbane    

Murray is a Special Counsel in Cooper Grace Ward’s tax and tax disputes team.

Murray advises on a broad range of income tax and indirect tax issues. His areas of expertise include the taxation of trusts, CGT small business concessions, land subdivisions, international tax, residency issues, employee share schemes, non-commercial losses, GST, duty and payroll tax.

Murray also acts for taxpayers involved in disputes with the ATO. He acts for taxpayers in audits and objections. He also acts for taxpayers in appeals before the Tribunals and Courts. His recent experience includes acting for the taxpayer in Harding v Federal Commissioner of Taxation [2018] FCA 837 and Harding v Federal Commissioner of Taxation [2019] FCAFC 29.

Before joining Cooper Grace Ward, Murray worked at the ATO for four years. This experience provides Murray with a unique perspective when dealing with ATO.

 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.

 ENQUIRIES/ASSISTANCE
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: lisa@tved.net.au



© Television Education Network Pty Ltd 2020

Product Code: WBAAPR20
 Price:  $264.00 (Inclusive of GST)
© 2020 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.