Family Trusts
Issues covered include: family trust, ending family trust, family trust election, family trust distribution tax, family tax
Description
Why make a family trust election? What are the benefits and disadvantages? How does family trust distribution tax work? Gain tips on the full lifecycle of family trusts from establishment to maintenance to winding up.
Family Trusts: The Beginning, Middle, and End
- Establishing a family trust properly
- Maintaining and using family trusts effectively, legally, and for tax
- Ending a family trust
Presented by Alex Whitney, Senior Associate, West Garbutt Lawyers
This webinar will be streamed at AEDT
Accreditation
Attend and Earn 1 CPD Hour
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Presenters
Alex was admitted as a solicitor in 2014 and has focussed on technical tax for most of his career. He has experience in the areas of income tax, CGT, GST, superannuation guarantee as well as disputes with revenue authorities.
Alex has acted for a broad range of clients, including family businesses, high wealth private groups, national non-profit organisations, deceased estates and corporate groups. He has acted on large transactions ($100M+) which required significant tax involvement, as well as objections and appeals for income tax, CGT and GST. A significant part of Alex’s practice involves supporting accountants and other family advisors in servicing their clients need’s in relation to complex tax matters.
Alex has been published in a variety of publications including Bloomberg BNA Tax Planning International Asia Pacific Focus, the New South Wales Law Society Journal and the Tax Institute of Australia ‘Taxation in Australia’ journal