Trusts 2013

Trusts: Current state of play

Source: National

Published Date: 7 Nov 2013

 

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Although the government has proposed reforming the trust provisions, the start date for those rules is not until 1 July 2014. This paper considers a number of difficult issues that are currently arising in practice with the recent amendmentsto Div 115 and 207 of the ITAA97, and the interplay between Div 6 and the deemed dividend rules in Div 7A of the ITAA36.

This paper covers, among other things :

  • streaming in practice – what practical difficulties have arisen?
  • practical difficulties with interposed trusts in complex structures and Div 7A 
  • Division 7A and Part IVA – specific versus general anti-avoidance rules – can trusts be caught in the middle?
  • review of Div 7A and trust UPEs from an accountant’s perspective.

Individual Session

Trusts: Current state of play

Author(s): Arthur Athanasiou CTA-Life
Materials from this session:

Details

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