Sladen Snippet - Disclaimer of an interest in a trust – can this be tax effective?

In the April 2016 Edition of the Taxation Institute’s journal ‘Taxation in Australia’, appeared an article entitled ‘Disclaimer of an interest in a trust – can this be tax effective?’ written by Sam Campbell, Will Monotti and Ashleigh Eynaud all of Sladen Legal.

This article concludes the tax effectiveness of a disclaimer by a beneficiary of their interest in a discretionary trust will be dependent on the nature, and their knowledge, of the interest and the timing of any such disclaimer.

A copy of this article can be accessed here.

This is a complicated area of tax and trust law and is not something that should be even considered without first seeking legal advice.

To either discuss this article further or to seek any further assistance in relation to those issues raised please contact:

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

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