Skip to main content
shopping_cart

Your shopping cart is empty

SA Tax Roundtable | Terminating Trusts | Session 6

Wednesday, 18 September 2019 - 5:00 PM to
Wednesday, 18 September 2019 - 7:00 PM
12 Coglin Street, Adelaide, SA Australia
Event Coordinator: sarasimpson@taxinstitute.com.au
     

Registration Time: 16:45:00 PM

Member Price: $100.00

Non Member Price: $130.00

CPD hours:2.00

Outline
This session explores the different ways in which a trust may terminate from the perspective of the trustee and beneficiaries, together with the various administrative and practical processes and taxation aspects in respect of the same. The session will cover different categories of trusts, including superannuation funds, as practitioners in this area might regularly encounter and be asked to advise on.

Attendees will gain an understanding of:-
· ways in which a trust may come to an end
· continuing obligations upon trustees
· competing rights of trustees and beneficiaries
· administrative and practical aspects of terminating
· taxation aspects of terminating

Facilitator
Harry Patsias, CTA, Wallmans Lawyers, Adelaide
Harry Patsias is a partner at Wallmans Lawyers in their Taxation and Superannuation team and a Chartered Accountant with over 20 years’ professional experience.
Harry advises in all areas of Federal and State based taxation law, superannuation law and commercial transactions. He has a broad range of experience and provides specialist advice to various private client groups across Australia, as well as accountants, liquidators, lawyers and other professionals.
Harry specialises in managing and resolving contentious issues with Federal and State Taxation authorities. This includes pre-audit risk reviews and taxpayer representation during comprehensive reviews, audits, objections, appeals and mediation of taxation disputes.

Chairperson
Bernie Walrut, Murray Chambers, Adelaide
Bernie Walrut, CTA practises as a barrister, whilst primarily undertaking advice work, he does appear in the Supreme and Federal Courts and tribunals in taxation and valuation matters. Bernie has practised broadly in commercial work for over four decades, though of recent times his work has been predominantly taxation, trusts and estates, succession planning, commercial and valuation matters and some major commercial and infrastructure projects. Bernie holds an LLB and Masters degrees in Taxation, Law, Information Technology and Aquaculture and a PhD from the University of British Columbia.

Who should attend?
These discussion groups specifically cater to taxation specialists and may be presented in a case study format. A high level of attendee interaction is encouraged. This is not a planning session, and the group leader will not be submitting any specific strategies or actions.