Live Webinar: Tax Consequences of Trust Wind Ups and Restructures in Family Property and Family Estate Dispute Settlements


Date: Friday 13th October 2017 – Online:
Vic, NSW, ACT, Tas: 11am to 1pm 
SA:  10:30am to 12:30pm  WA: 8am to 10am 
NT: 9:30am to 11:30am  Qld: 10am to 12noon

Trust wind ups create complex tax issues and can cause problems with beneficiaries waiting to receive trust property. This is particularly evident in relationship breakdown and in deceased estate settlements. This session examines the issues and includes:

  • Context – Relationship breakdown – typical asset movements involving trusts
  • Context – Estate dispute settlements - typical asset movements involving trusts
  • Can you take advantage of the “divorce rollover” where one spouse is receiving assets from a trust?  Scope and limitations of the rollover
  • Settlement of estate disputes and the death rollover – will trust restructures and distributions be protected?  Scope and limitations of the rollover
  • Divorce and death rollovers not available – what are your options?
  • Using the small business rollover to move business assets
  • Using the small business CGT concessions to transfer business assets
  • Transferring trust assets in specie – effect of A1 and E5
  • Access to the CGT discount
  • Trust restructuring techniques – splitting and cloning
  • Winding up a trust:
    • Trust vesting vs vested and indefeasible interest
    • CGT Events A1, E5 and E7
  • Case studies
Our presenter

George Kolliou, Director, AG Tax Lawyers, Melbourne

George Kolliou has worked in the taxation field for over 30 years, firstly as an accountant and then as a lawyer. George’s special area of interest is the intersection of taxation and trust law particularly in the SME context.

George’s aim is to provide sound and practical tax advice to lawyers, accountants and their clients.

George’ practice areas include: income tax CGT, GST, stamp duty. land tax and payroll tax in both an advisory and dispute resolution context.

Some of George’s professional highlights include: Instructing in the first GST case to go to the High Court of Australia; Successfully representing  taxpayers in disputes with the ATO and the State Revenue Office; and Advising on complex CGT Concessions where the advice stood up to ATO scrutiny.

George regularly presents at conferences on SME taxation issues and writes for various professional journals. George has also co authored the Australian Trusts Tax Handbook published by Thomson Reuters.


This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. 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 2 CPD/Training hours.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

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: RBUOCT17
 Price:   $253.00 (Inclusive of GST)
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