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February Melbourne Breakfast Club

Thursday, 28 February 2019 - 7:30 AM to
Thursday, 28 February 2019 - 9:00 AM
Leonda By The Yarra 2 Wallen Road, Hawthorn, VIC Australia

Registration Time: 07:15:00 AM

Member Price: $250.00

Non Member Price: $295.00

CPD hours:1.50

All you wanted to know about Trusts but were afraid to ask

Trusts are used widely in commerce, wealth management and succession planning. The rules governing trusts are complex as they are found in key principles developed over centuries of court decisions together with increasingly more focussed statutory regimes and nowhere is this complexity more apparent than in the intersection of the law of trusts and the income tax laws.

In this session, Terry Murphy QC and Daniel Diaz will explore some of the intersections of the general law of trusts and the income tax law such as:

- Section 100A and family dealings.

- Trusts and the Family Law Act 1975 (Cth): Rollovers, Division 7A, renunciation and exclusion.

- When dotting the “i”s and crossing the “t”s is not enough: The doctrine of sham.

- Capital distributions: The CGT aftermath.

Presented by:

  • Terry Murphy QC, CTA, Victorian Bar
  • Daniel Diaz, FTI, Victorian Bar

Special Offer

Current subscribers to the Tax Institute’s 2019 Breakfast Club Series can receive $100 off each attendee’s registration to four planned full day events, including: Super Day (6 March @ Kooyong Lawn Tennis Club, Kooyong), SME Day 1, SME Day 2 and Property Day.