Trusts & Estates : Taxation and Practice

By Bernard Marks

Introducing a new Taxation Institute publication and online subscription

Exclusive to the Taxation Institute, this publication explains the current Federal income taxation of trustees, trust estates and beneficiaries.

Written for tax practitioners by Bernard Marks - one of Australia’s leading authorities on the taxation of trusts and estates, this new practice text:

  • Explains the current Federal income taxation of trustees, trust estates and beneficiaries; and
  • Provides the equity and trust law context in which the tax law operates, setting out the relevant equity and trust rules for each tax issue.

Organised around the 'life cycle' of trusts and estates on a transactional basis, readers are guided beyond the mechanics of tax practice to gain a practical understanding of even the most complex tax matters. You will also be alerted to the potential opportunities and dangers in a given transaction affecting trusts, estates, trust creators and beneficiaries.

Click here to view the Trusts & Estates: Taxation and Practice website

This edition:

  • Current as of 1 July 2007 - incorporating all Bills that were passed in the May and June 2007 Parliamentary sittings. (All future developments will be presented in the online version);
  • Sets out all Government proposals for legislative change emphasising the current ATO practice with reference to all relevant ATO practice statements, public rulings, determinations, interpretative decisions and private rulings; and
  • At almost 2,000 pages, answering questions arising in practice and alerting practitioners to issues often not considered when giving advice.

Your book + annual online subscription service package includes:

  • Trusts & Estates book (hardcopy and online access)
  • Annual online subscription service:
    • Updated several times a year with an easy to reference ‘What’s new’ section
    • Regular newsletters by the author alerting you to legislative developments, changes and updates in the online subscription
    • Cross references and hyperlinks have been provided to quickly navigate the text and bring together the textual discussion
    • Links to legislation
    • Find information quickly with the powerful search and interactive table of contents.
Order Options

Trusts & Estates: Taxation and Practice
By Bernard Marks
Book + online subscription service for only
$695.00 (member price)
$720.00 (non-member price)

Trusts & Estates: Taxation and Practice
By Bernard Marks
Book only
$320.00 (member price)
$330.00 (non-member price)

Click here to secure your copy today through our online shop
or
download the order form (240KB PDF) and fax back to 02 8223 0077.

For more information visit www.trustsandestates.com.au