Recorded Webinar: Trust Taxation – Tax Implications of Using Trusts to Own Investment Properties


Date:  Monday 19th March 2018

Duration:  approx. 1hour

The use of trusts to hold property can be a good asset protection measure, provided they’re set up properly, however, the complexities of trust taxation continue to increase.  This session looks at:

  • Property investment and the use of unit trust v discretionary trust - the tax position compared
  • Using a trust to pass on net cash profit - are there any tax risks?
  • Trust eligibility for CGT discount and the tax position when distributed to beneficiaries
  • Trustee resolutions - TD 2012/22: examples of effective resolutions for trust distributions in trusts holding property
  • Streaming of capital gains and franked distributions TR 2012/D1 in trusts holding property
  • Property development trusts claiming CGT discount - ATO crackdown
  • Avoiding a reimbursement agreement under s 100A
Recorded Webinars,Taxation,Recorded Webinar:  Trust Taxation – Tax Implications of Using Trusts to Own Investment Properties

Chris Merjane, Lawyer, Gilbert + Tobin, Sydney

Chris is a tax lawyer at Gilbert + Tobin with a focus on advising private equity funds, property groups, multinational companies and private groups on Australian income taxation. Chris is a tax technical specialist with an expertise in corporate structuring, due diligence, acquisitions and overall tax planning. Chris strives to consider tax issues with the lens of the ultimate shareholders.

Chris has advised a number of medium to large Australian property developers regarding the use of trusts and companies to hold investments (including in the context of ATO disputes).  He has also advised a number of key property start-ups – such as BRICKX – on their use of trusts to house investments.

Prior to Gilbert + Tobin, Chris assisted clients with tax-technical and M&A advice at one of the big four accounting firms.


This webinar is suitable for accountants advising in taxation matters. 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: WBLMAR18
 Price:  $253.00 (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.