Webinar Recording - Trusts Revisited

Trusts, are some of the most popular business and investment structures in Australia. Though they have been around for centuries, the various types of modern trust have a number of tax, estate planning and asset protection benefits that make them even more valuable today. This versatility has made trusts some of the “go to” structures for holding assets and investments.

In this Webinar, tax lawyer Martin McCoy, revisits the fundamentals of trust law and examines some of the reasons why they are so powerful.

Specifically, the Webinar covers:

• An overview of Trust Law
• Control of Trust
• Taxation of Trusts
• Trusts as an Asset Protection Tool
• Trusts as an Estate Planning Tool
• Use of Trusts in Business Structures

This webinar is set at an entry level and assumes limited knowledge of the technical aspects of trusts. It is ideal for advisors or individuals new to trusts or those that are looking at a refresher course.

• 23/07/2020 - Webinar Recording - Distributing Capital from Family Trusts

• 12/05/2020 - Webinar Recording - Stimulus measures and year-end tax planning for companies and trusts

• 5/12/2019 - Webinar Recording - Dealing with Mistakes and Variations in Family Trust Deeds

• 23/10/2019 - Webinar Recording - Accessing Company & Trust Documents in Family Law

• 1/08/2019 - Webinar Recording - Small Business Tax and Financial Risks

• 2/05/2019 - Webinar Recording - Year End Tax Planning

• 13/03/2019 - Webinar Recording - Superannuation: Current status of the proposed changes

• 27/11/2018 - Webinar Recording - Fixing Family Trust Deeds

• 16/10/2018 - Webinar Recording - The who, what, when & how of Family Trust Elections

• 12/09/2018 - Webinar Recording - You’ve Been Served! - How to deal with a family law subpoena

• 8/08/2018 - Webinar Recording - Beneficiary Entitlements in Trusts

• 6/06/2018 - Webinar Recording - SMSF End of Year Essentials

• 19/04/2018 - Webinar Recording - Unit Trust v Family Trust - Which is Better for Investing?

• 8/03/2018 - Webinar Recording - Do Pre-Nups Work Anymore?

• 13/12/2017 - Webinar Recording - When a Will is not Simple

• 26/10/2017 - Webinar Recording - Winding Up Trusts and Tax Consequences

• 19/09/2017 - Webinar Recording - Untangling Discretionary Trusts – A Family Lawyer’s Perspective

• 23/08/2017 - Webinar Recording - Time to Address the SMSF Sleeper - Estate Planning within the fund

• 20/06/2017 - Webinar Recording - Navigating Small Business Restructure Roll-overs

• 6/04/2017 - Webinar Recording - Dealing with Divorce - An Accountant’s Perspective

• 23/02/2017 - Webinar Recording - Understanding the 2017 Superannuation Changes

• 1/12/2016 - Webinar Recording - Estate Planning Basics for Professional Advisers

• 17/11/2016 - Webinar Recording - Are Family Trusts “Done” as an Asset Protection Tool?

• 13/10/2016 - Webinar Recording - Demise of the Accountants’ Exemption - Walking the line, post 1 July 2016

• 13/09/2016 - Webinar Recording - Family Trust v Family Court - Not a marriage made in Heaven

• 10/08/2016 - Webinar Recording - Managing Trust UPEs - How to do it and potential tax exposures

• 31/05/2016 - Webinar Recording - How does the 2016 Budget affect SMSF Trustees?

• 3/05/2016 - Webinar Recording - Avoiding Business Disputes

• 30/03/2016 - Webinar Recording - Pitfalls that SMSF Trustees should avoid

• 23/02/2016 - Webinar Recording - Asset Protection - Dealing with Risk in Hard Times

• 9/12/2015 - Webinar Recording - Trusts Revisited

• 28/10/2015 - Webinar Recording - Know Thy Business Structure

• 23/09/2015 - Webinar Recording - Social Media in the Workplace

• 27/08/2015 - Webinar Recording - The Powers and Problems of Trustees

• 28/07/2015 - Webinar Recording - Tips and Traps for Property Investment in your SMSF

• 27/05/2015 - Webinar Recording - Companies - Things you should know, but probably don’t!

• 21/04/2015 - Webinar Recording - The Pros and Cons of Unit Trusts

• 11/03/2015 - Webinar Recording - Employee Engagement and Share Plans

• 18/02/2015 - Webinar Recording - SMSFs and Related Party Loans

• 19/11/2014 - Webinar Recording - Trusts - Asset Protection on Peptides

• 15/10/2014 - Webinar Recording - Maximising your Business Value

• 25/09/2014 - Webinar Recording - Project Do It - ATO Amnesty Information Session

• 10/09/2014 - Webinar Recording - Private Company Cash - Division 7A Complications for Professional Advisors

• 6/08/2014 - Webinar Recording - Employee v Contractor

• 4/06/2014 - Webinar Recording - The Protected Super Myth’Conception

• 8/04/2014 - Webinar Recording - Trust Tax Issues and CGT Small Business Concessions

• 11/02/2014 - Webinar Recording - Accountant Road Rules for Super

• 19/11/2013 - Webinar Recording - Are you Ready for Bullying in the Workplace?

• 2/10/2013 - Webinar Recording - Investment Restrictions for Self Managed Superannuation Funds

• 5/09/2013 - Webinar Recording - All About Family Trusts

Presenter Martin McCoy

Martin is a Principal of the law practice Law Central Legal.

Martin's background is in taxation law, and particularly taxation litigation, although he now practices in commercial and corporate law as well as in tax law. Formerly a Principal Litigator with the Australian Taxation Office, Martin was responsible for conducting some of the most complex taxation litigation matters in both Western Australia and interstate, including matters involving tax avoidance schemes, as well as "Project Wickenby" matters.

Martin has a particular interest in international taxation, and frequently advises clients in relation to international business dealings, residency issues, and relocating businesses across borders.

In addition to his work in the taxation field, Martin also advises in relation to general corporate and commercial matters, including company share structures, shareholder disputes and director duties.