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Recorded Webinars

Recorded Webinar: All Good Things Must Come to an End: When Trusts Vest

There is still widespread confusion as to what happens when a trusts vests, contrary to popular opinion the trust is not necessarily wound up and the assets are not distributed to the remainder beneficiaries. This session seeks to examine the trust and tax law implications of a t
PRESENTED BY Patrick Ellwood Director - Clover Law , Brisbane

Date/Time

About the Webinar

There is still widespread confusion as to what happens when a trusts vests, contrary to popular opinion the trust is not necessarily wound up and the assets are not distributed to the remainder beneficiaries. This session seeks to examine the trust and tax law implications of a trust vesting. The following areas will be discussed:

  • What do we mean by “vesting”?
  • Why does it matter for tax purposes?
  • What happens when a trust vests?
  • Tax implications of a trust vesting in the light of TR 2018/6
  • Can I extend the vesting date?
  • Practical scenarios (e.g. what happens when the beneficiary of a testamentary trust reaches an age of majority as outlined in the will?)
  • Practical case study – can you move your trust to South Australia?

Presented By

Patrick Ellwood
Director, Clover Law Brisbane, Qld

Patrick Ellwood is a lawyer with over a decade of experience assisting high net worth individuals and family business owners.

He is the founder of Clover Law, an Australian law firm specialising in tax structuring, estate planning, superannuation and asset protection.

He is a regular speaker for a range of private and professional bodies and is a published author of a number of legal textbooks.

Who Should Attend?

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

Enquiries/Assistance

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: [email protected]

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