Live Webinar: Real Property Held in Trust Structures: Key Tax Imperatives


Date:  Tuesday 20th February 2018 – Online:
Vic, NSW, ACT, Tas: 11am to 12.30pm 
SA:  10:30am to 12noon  WA: 8am to 9.30am 
NT: 9:30am to 11am  Qld: 10am to 11.30am

Property is often held in trust structures, but what happens if the property is not sold out of the trust, but rather the trust vests? What are the tax issues if the property is distributed to the beneficiaries? In this session, we will consider:

  • Vesting trusts that hold property
  • Streaming these distributions (including the Full Federal Court case of Thomas v Commissioner of Taxation)
  • Amending deeds to improve outcomes of the vesting or distributions
  • The use of capital asset revaluation clauses (including the High Court case of Fischer v Nemeske Pty Ltd)
  • Issues that arise where loans are forgiven
Our presenter

Murray Shume, Senior Associate, Cooper Grace Ward, Brisbane

Murray is an associate in Cooper Grace Ward’s commercial group specialising in tax disputes and advice.

Murray provides advice on a broad range of income tax and indirect tax issues. He regularly provides income tax, duty and GST advice to clients at all stages of land subdivision and development.

This includes providing advice to clients in relation to the income/capital distinction and in drafting private ruling applications in relation to both the income tax and GST issues that arise during developments and subdivisions.

He also has significant expertise in resolving tax disputes in areas such as: international tax and residency issues; employee share schemes; non-commercial losses; GST; and payroll tax.

Prior to joining Cooper Grace Ward, Murray spent four years working in the Australian Taxation Office. This experience provides Murray with a unique perspective when dealing with ATO.


This webinar is suitable for accountants and lawyers advising in taxation matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1.5 CPD/Training hours.  Lawyers can claim up to 1.5 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBRFEB18
 Price:   $253.00 (Inclusive of GST)
© 2019 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.