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Live Webinars

Live Webinar: Holding Property in a Trust - The State and Territory Tax Traps

Holding property in a trust can add an extra layer of complexity to the tax and duty obligations imposed by the states and territories. This session takes a look at why this is, including: How the various states and territories impose: land tax on properties held in a trus
PRESENTED BY Megan Bishop Partner - Piper Alderman , Melbourne

Date/Time

Wednesday 12 August 2026
Vic, NSW, Qld, ACT, Tas: 11am to 12pm
SA & NT: 10.30am to 11.30am
WA: 9am to 10am

About the Webinar

Holding property in a trust can add an extra layer of complexity to the tax and duty obligations imposed by the states and territories. This session takes a look at why this is, including:

  • How the various states and territories impose:
    • land tax on properties held in a trust
    • duty on properties acquired by a trust
    • duty on an interest acquired in a private landholding unit trust  
  • Issues in practice arising from trust deed amendments restricting foreign persons as potential beneficiaries to avoid:
    • foreign purchaser additional duty
    • surcharge land tax
  • A review of recent case decisions involving trusts and state duties and land tax, including:
    • how the family farm duty exemption applied to the intergenerational transfer of primary production land to a trust (Camwall Pty Ltd atf Antap Trust v Chief Commissioner of State Revenue [2025] NSWCATAD 136)
    • When deed amendments don't hit the mark (Asan Construction Management Pty Ltd atf Nikkah Family Trust v Chief Commissioner of State Revenue [2025] NSWCATAD 156; N & G Grima Family Trust Pty Ltd v Chief Commissioner of State Revenue [2025] NSWCATAD 149)
  • Land tax surcharge implications for landholding companies if the shares are owned by a trust (Hixson Pty Ltd v Chief Commissioner of State Revenue [2025] NSWSC 192; Hatziladas v Commissioner of State Revenue [2025] VCAT 588)
  • Tips for amending trust deeds to achieve the desired trust surcharge land tax and duty outcomes

Presented By

Megan Bishop
Partner, Piper Alderman Melbourne, Vic.

Megan is a taxation partner in Piper Alderman’s Corporate Team. She has more than 15 years’ experience in State and Federal tax dispute resolution, including having acted for the taxpayer in JMC Pty Ltd v C of T [2023] FCAFC 76). Megan is recognised for her technical expertise and focus on finding solutions that are in line with client objectives.

She has assisted private and public companies, not-for-profit entities, individuals, trusts, partnerships and superannuation funds to navigate and manage State, Federal and inter-jurisdictional tax issues, including:

  • tax risk mitigation strategies, including advice on application of anti-avoidance provisions and options for certainty such as ruling requests
  • voluntary disclosures
  • ATO and other Regulator powers in relation to access to premises and documents
  • ATO risk reviews, audits and justified trust reviews and AusIndustry examinations
  • ATO objections and AusIndustry internal reviews
  • alternative dispute resolution
  • tax litigation

In addition to being a lawyer, Megan is also a trained mediator.

Megan was recognised in the 2025 and 2026 editions of The Best Lawyers in Australia and previously in the 2024 edition of Best Lawyers: Ones to Watch. Megan Bishop’s Piper Alderman tax team was also recognised in The Best Lawyers in Australia 2026 listings for law firms.

Who Should Attend?

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

CPD Certificate

 

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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