Capital Gains Tax (CGT) Estate planning Succession

Family trusts and estate planning

Source: New South Wales

Published Date: 16 Nov 2010

 

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This paper covers:
  • points of control
  • memorandum of wishes
  • exclusion clauses
  • trust asset no part of the estate
  • splitting trusts
  • the CGT events
  • tracing assets
  • trustee duties
  • the tax return.

Individual Session

Family trusts and estate planning

Author(s): Ken Schurgott

Details

  • Published By: Ken Schurgott
  • Published On:16 Nov 2010
  • Took place at:Hilton Sydney, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Capital Gains Tax (CGT) Estate planning Succession Trusts 2010

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