Recorded Webinar: Effective Tax Restructures of a Family Trust


1st August 2019

Duration:  1 hour 

You've spoken and we've listened.  From 1/8/19 we've structured our webinars to run for one hour - the ideal length for staff training sessions. 
Although a business may often commence in a family trust structure, this may not be ideal when parties are reviewing their estate plan and considering how it will pass onto the next generation. This session uses a case study to consider options for effective restructure of a family business held in a discretionary trust structure, including:

  • What factors need to be considered when determining the optimal structure?

  • Provisions for new parties:

    • is the structure appropriate

    • what are the terms of buying in

    • what consideration has been given?

    • what is the funding mechanism for the buy in? If a loan, what happens if the plan goes pear-shaped?

  • What are the pros and cons of different structures?

  • Are the Division 122-A rollover or the small business rollover available?

Recorded Webinars,Taxation,Recorded Webinar:  Effective Tax Restructures of a Family Trust

George Kolliou, Director, AG Tax Lawyers, Melbourne

George Kolliou, formerly principal of Kolliou Tax Lawyers, has worked in the taxation field for over 30 years, firstly as an accountant and then as a lawyer. George's special area of interest is the intersection of taxation and trust law particularly in the SME context. 

George's aim is to provide sound and practical tax advice to lawyers, accountants, financial planners and their clients. His practice areas include income tax, CGT, GST, stamp duty, land tax and payroll tax, in both advisory and dispute resolution matters. 

Some of George's professional highlights include: instructing in the first GST case to go to the High Court of Australia; successfully representing taxpayers in disputes with the ATO and the State Revenue Office; and advising on complex CGT Concessions where the advice stood up to ATO scrutiny.

George regularly presents at tax conferences on SME taxation issues and writes for various professional journals. He has also co-authored the Australian Trusts Tax Handbook published by Thomson Reuters.


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.

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:

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Product Code: WBAAUG19
 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.