Trust Vesting
Issues covered include: absolute entitlement, tax consequences, vesting, Taxation Ruling TR2018/6, vesting date
Description
The consequences of a trust vesting can be significant and must be addressed with care. Explore the tax and trust law issues that arise when a trust vests in this convenient 1 hour live online seminar with expert Patrick Ellwood.
This 1-hour program was recorded in QLD on 19 September 2019
Trust Vesting
- Tax consequences of vesting and when ‘absolute entitlement’ occurs
- The Tax Office’s views set out in Taxation Ruling TR2018/6
- When and how a vesting date can be extended
- Implications for the trustee and beneficiaries when a vesting date is overlooked
Presented by Patrick Ellwood, Director, Clover Law
This webinar will be streamed at AES
Accreditation
Attend and Earn 1 CPD Hour
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Presenters
Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners. He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection. He has acted for a wide variety of family businesses, farming families, entrepreneurs and startup businesses, located across Australia.
He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks. Patrick is passionate about helping individuals and business owners grow their wealth and achieve a successful transition of their legacy to the next generation.