CGT Hotspots in Restructuring Trusts in Estate Planning

On 22 October 2015, Rob Jeremiah delivered a presentation at the ‘Taxation Aspects of Estate Planning and Business Succession – The First Annual Symposium’ held in Melbourne by Television Education Network.

At this event, Rob presented a paper called ‘CGT Hotspots in Restructuring Trusts in Estate Planning,’ written by Sam Campbell, Will Monotti, Ashleigh Eynaud and himself.

This paper discussed the significant tax issues, especially in relation to possible capital gains tax liabilities, which should be considered whenever a client intends to restructure a trust. 

This paper is now available to download.

To discuss this paper, or for further information, please contact:

Rob Jeremiah
Sladen Legal
+61 3 9611 0103|  +61 418 500 363

Sam Campbell
Sladen Legal
+61 3 9611 0135  |  +61 423 515 454

Will Monotti
Sladen Legal
+61 3 9611 0127

Ashleigh Eynaud
Sladen Legal
+61 3 9611 0129