ARGYLE SYDNEY TAX FORUM
NOTICE OF MEETING
       
Date: Tuesday 3rd March 2009  
    (please note 1st Tuesday this month!)  
Time: 5:30 pm for 5.45 pm - 7.00 pm finish  
Venue: Lindsay Room, Argyle Lawyer Pty Ltd  
    Level 22, 1 Market Street, Sydney 2000  
    Refreshments will be provided  
     
Technical
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detailed brief of latest in tax State and Federal
 
Update
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recent & relevant legislative amendments, rulings and cases
 
 
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review of recent issues in financial planning for clients and practitioners
 
 
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strategic awareness of current developments and thinking in tax matters
 
Speaker Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd  
 
TOPIC
TRUST TRUSTS?
 
 
Can you?
 
     
Speaker Peter Bobbin, Senior Principal Argyle Lawyers Pty Ltd  
 
  With the Chief Justice of the High Court being the principal Judicial authority behind Richstar Enterprises, can we still Trust Trusts?  
 

With the Chief Justice of the High Court being the principal Judicial authority behind Richstar Enterprises, can we still Trust Trusts?

The attached article looks at the comments of then Justice French. From an asset protection perspective this threw the use of trusts as a protection mechanism into disarray. He is now the Chief Justice of the High Court and has already participated in a judgement that again presents the question; Trust Trusts? In this session we will be exploring the history of tax and asset preservation cases to establish the answer; How to Trust Trusts!

 
 
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Should there be multiple appointors?

 
 
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  Streaming incomes and what is needed?  
 
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What is on the ATO agenda for trusts, what is the planned test case program?

 
 
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How can the advisor play a role that enhances the trust preservation!

 
 
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What opportunities exist, let's brain storm the future strategies for today.

 
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      For more information contact Diane Wakim on (02) 8263 6600 or email dwakim@argylelawyers.com.au  
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