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Recorded Webinars

Recorded Webinar: Unwinding the Discretionary Trust: Tax Strategies for Transitioning to a New Structure

With the lifespan of a discretionary trust generally extending long term, it is not surprising that over the course of time, its existence in its current form may no longer meet the needs it was originally set up for. This session looks into the options available for the transform
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

With the lifespan of a discretionary trust generally extending long term, it is not surprising that over the course of time, its existence in its current form may no longer meet the needs it was originally set up for. This session looks into the options available for the transformation of an existing discretionary trust into a new trust structure, including:

  • What are the reasons an existing discretionary trust may be better served by utilising a new trust structure?
  • Are there any CGT rollovers that facilitate the transfer of discretionary trust assets to a new trust?
  • Can the CGT small business concessions achieve a tax effective desired result?
  • When can trust deed amendments result in terminating an existing trust and commencing a new trust, triggering CGT events E1 and E2? (TD 2012/21)
  • The tax implications of a discretionary trust changing to a fixed trust:
    • prior to the vesting date
    • when a trust vests (TR 2018/6)
  • Is there a family trust distribution tax trap if using 328G rollover from discretionary trust to unit trust if existing family trust election is in place?
  • Case study

Presented By

Matthew Burgess
Director, View Legal Australia,

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

Who Should Attend?

This webinar is suitable for accountants – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

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