I say unit trust you say fixed trust …
But let’s not call the whole thing off. Unit trusts have an important role as an alternative to companies as a multi-party co-investment vehicle in the SME market. In this session, Daniel will address some federal tax traps that arise in the administration of unit trusts and the fixed / non-fixed debate including:
isn’t the pattern of distributions the save all?
when is fixed not fixed?
the blanket approach under PCG 2016/16 has some holes
short and long positions, deltas, vested and indefeasible interests all required to get a franking credit
CGT E4 and payments and
in specie distributions and no CGT E5.
Presenters
Daniel Smedley, Principal
Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes.
View Daniel’s full profile here
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