Capital Gains Tax (CGT) Litigation Property

Special disability trusts, structure and control

Source: TAS

Published Date: 22 May 2015

 

This presentation covers:

  • SDTs - the basics
  • recent improvements
  • when to use, when not to use - and other options
  • rules for setting up and using
  • options for funding
  • who can and should be the trustee?
  • transferring control over time
  • use to reduce family provision claim risk
  • controlling capital on the death of the principal beneficiary.

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Individual Session

Special disability trusts - Structure and control issues

Author(s): Sam Mccullough , Kimberley Martin

Details

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) Litigation Property Estate planning Succession Trusts 2015

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