79746
Individual Podcasts
Tax Consequences of an Invalid Appointor or Trustee
Following Clark’s case in 2011, advisers and taxpayers alike gained a greater level of comfort around when resettlements of a trust would occur. However, the 2016 case of Mercanti v Mercanti [2016] WASCA 206 demonstrates that there is no room for complacency when it comes to ensur
PRESENTED BY
Michael Hinchcliffe
Associate, McInnes
Date/Time
About the Podcast
Following Clark’s case in 2011, advisers and taxpayers alike gained a greater level of comfort around when resettlements of a trust would occur. However, the 2016 case of Mercanti v Mercanti [2016] WASCA 206 demonstrates that there is no room for complacency when it comes to ensuring that any change of trustee or appointor is valid. This session considers when a replacement of trustee or appointor may be invalid under the trust deed, and what the potential income tax and stamp duty consequences may result in the event of invalidity.
Featuring: Michael Hinchcliffe, McInnes Wilson Lawyers, Brisbane
[25.55 minutes] [0.43 CPD hours]
Presented By
Michael Hinchcliffe
Associate, McInnesCPD Information
0.01 CPD Hours