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Individual Podcasts

Trust Distributions & Property: Key Tax Imperatives

Trusts are commonly used to hold property, but what happens when the trust vests? This session considers the tax issues that arise on trust vesting, as well as ways to defer the vesting of a trust. It also looks at the streaming of distributions and in-specie distribution of trust

Date/Time

About the Podcast

Trusts are commonly used to hold property, but what happens when the trust vests? This session considers the tax issues that arise on trust vesting, as well as ways to defer the vesting of a trust. It also looks at the streaming of distributions and in-specie distribution of trust assets prior to vesting, and income tax and duty consequences that can arise.

Featuring: Simon Tisher, Barrister, Victorian Bar, Melbourne

[33.17 minutes] [0.55 CPD hours]

Presented By

Simon Tisher
Barrister, Victorian Bar Melbourne, Vic

Simon Tisher has been a barrister at the Victorian Bar since May 2003. He is well known and respected as a barrister and within the tax profession.

Most of Simon’s experience at the Bar pertains to tax matters (state and federal) and matters related to taxation: superannuation, insolvency, bankruptcy and professional indemnity claims (commonly involving tax advice). He also has sound experience in commercial litigation matters.

Simon was included in the category of “Leading Tax Barristers - Victoria” in Doyles Guide in 2017, 2018 and 2019 and in Best Lawyers (Tax Law, 2021 edition). He acts for taxpayers and for the Australian Taxation Office, led and unled, in disputes ranging from small individual matters to large corporate tax disputes. Simon also has a busy advisory practice.

Simon has published several articles in the Law Institute Journal and Taxation in Australia, and is the author of the tax chapter of de Groot’s Wills, Probate and Administration Practice (Victoria). He is heavily involved with the Tax Institute and is chair of its State Taxes Committee. He is a frequent presenter to organisations such as Television Education Network, the Tax Institute and Legalwise Seminars

CPD Information

0.00 CPD Hours

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