Our annual handbook series of webinars on Trusts for Tax Structures will be running over three sessions in November. This highly regarded and popular series will:
- Develop your understanding of trusts, structuring and planning issues
- Guide you through essential planning issues relevant to how trust structures can be used to organise business, investments and family relations in a legitimate and sensible way and to maximise available tax concessions
- Explore the opportunities, strategies and pitfalls you should be aware of when advising your clients
- Analyse potential or proposed changes to the taxation of trusts that may have implications for their use in the future.
Presenters:
Daniel Smedley, CTA: Principal, Sladen Legal
Daniel is a Law Institute of Victoria Accredited Specialist in Tax Law and holds a Master of Taxation. Daniel is the principal author of the Trust Structures Guide published by The Tax Institute and a regular presenter at industry conferences and workshops. Daniel primarily advises businesses and high net worth individuals in relation to business and investment structuring, trusts, succession planning and taxation law. Daniel has been recognised in both Best Lawyers and Doyle’s Guide in 2016 and 2017 in relation to tax law.
Kristy Merganovski
Kristy is an associate in Sladen Legal's business law team and works primarily in the areas of taxation, trusts advice and structuring, and tax efficient commercial contracts and transactions. She provides advice and support to a wide range of clients including private businesses, startups and high net worth individuals. Kristy prides herself on her commitment to clear actionable advice, client satisfaction and delivering personalised service that exceeds expectations. Kristy has contributed to the Trust Structures Guide over a number of years and is a member of the Tax Institute’s Victorian Young Tax Professionals Committee.