This is a podcast of the ‘Trust Vesting – the key ramifications’ held on 3 May 2018.
The range of issues that can potentially undermine the intentions of a trustee when a trust has, or is about to, vest is almost limitless. The potential taxation and stamp duty consequences are similarly broad.
This presentation will use detailed case study examples to explore all key aspects of trust vesting, including:
- with the tax and stamp duty implications of trust vesting
- the fundamental practical issues
- asset protection considerations
- the impact on related estate planning arrangements
- possible work arounds, including accessing the ‘never ending’ trust regime
Fairytale of Canberra** – The Tax Office plays Secret Santa as the long awaited guidance on trust vesting gets released
I fought the law … **
Trust distributions and the Domazet decision
Can trusts last forever now? **
Interested to know more?
- Subscribe to the free weekly blog posts:
To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser.
- View Intellectual Property platform (VIP)
The VIP subscription platform provides you with free access to our webinars, as well as preferred pricing access to our books, entity establishment, superannuation and estate planning solutions.
Even if you trial the VIP platform to update your own estate planning and structuring arrangements it represents fantastic value.
Learn more at – https://viewlegal.com.au/view-vip-subscription-platform-2/
- Education programs
View Legal specialises in all forms of adviser education and collaborative learning.
We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
A sample of some of our current topics is set out at the following link – https://viewlegal.com.au/product-category/events/
You can also explore and enrol to all of our View University courses here.
More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
- Business model iteration
Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/