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Recorded Webinars

Recorded Webinar: Is Change Really as Good as a Holiday? Maybe Not if it Resettles a Trust

Throughout the life of a trust, there may be times when the deed may need an amendment for a variety of reasons. However, care needs to be taken to ensure the change doesn’t inadvertently result in a new trust. This session explores the issues, including: Why the contents of th
PRESENTED BY Alex Whitney Special Counsel - West Garbutt , Brisbane

Date/Time

About the Webinar

Throughout the life of a trust, there may be times when the deed may need an amendment for a variety of reasons. However, care needs to be taken to ensure the change doesn’t inadvertently result in a new trust. This session explores the issues, including:

  • Why the contents of the existing deed are so important when it comes to changing a deed
  • What variations to a trust can be done without causing a resettlement?
  • Can a change of trustee or appointor trigger unintended tax consequences?
  • How CGT and stamp duty issues can arise if it is considered that a resettlement has occurred
  • How are inadvertent resettlements occurring in practice?
  • Can a resettlement occur when:
    • a trust is split? (TD 2019/14)
    • a trust’s vesting date is extended? (TR 2018/6)
  • A review of recent PBRs to get a feel of the ATO’s interpretation
  • Practical examples

Presented By

Alex Whitney
Special Counsel, West Garbutt Brisbane, QLD

Alex is a qualified lawyer and chartered tax advisor and advises in respect of income tax, GST and state tax matters.

Alex acts for a broad range of clients, including family businesses, high wealth private groups, national non-profit organisations, deceased estates and corporate groups. He has acted on large transactions which required significant tax involvement, provided tax advice on complex structures and transactions, and has represented clients in complex audits, objections, Administrative Tribunal matters and appeals to the Federal Court.

The Doyle’s Guide 2022 has included Alex on its list of Tax Law Rising Stars – Australia, a national list of non-partner tax lawyers who have been identified for their work and expertise in tax.

Who Should Attend?

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.

CPD Information

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, Lisa Tran on (03) 8601 7709 or email: [email protected]

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