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  Miscellaneous 2022

Flashback to the 1960s and 70s - Wealth structures and strategies and tax issues in in the twenty-first century

Source: New South Wales

Published Date: 19 May 2022

 

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Dust off your platforms and flares and step back in time. Exploring the unique tax issues that have arisen since wealth structures were established in the 1960s and 70s, this presentation will cover:
  • Review of wealth structure - what worked then compared with what works now
  • Review of 1960s and 70s trust deeds. What are the main issues?
  • Can I amend the trust deed, eg through the addition of beneficiaries, streaming provisions and change to the vesting date?
  • Have I resettled the trust?
  • Maintaining the structure in the twenty-first century - preserving pre-CGT status of assets, family trust elections, the effect of CGT event K6 etc
  • When to pull the pin - some winding-up strategies and associated taxation issues

Individual Session

Flashback to the 1960s and 70s - Wealth structures and strategies and tax issues in in the twenty-first century

Author(s): Andy Milidoni
Materials from this session:

Author(s)

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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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Miscellaneous 2022

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