Capital Gains Tax (CGT) Litigation Shares

Succession planning to avoid disputes between trustees & beneficiaries

Source: National

Published Date: 2 Mar 2016

 

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This paper covers:

  • removal of a trustee by the court
  • trustee duties
  • returning to the analysis and outcome in Benson
  • could the parents in Benson have avoided removal?
  • what were their succession planning options before the relationship broke down and a dispute arose?
  • was there a failure to follow the notice requirements?
  • loan/beneficiary accounts considerations.

Individual Session

Succession planning to avoid disputes between trustees & beneficiaries

Author(s): Sam Mccullough

Details

  • Published By: Sam Mccullough
  • Published On:2 Mar 2016
  • Took place at:Grand Hyatt, Melbourne

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 Shares State taxes Payroll tax Land tax Estate planning Succession Trusts 2016

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