Tuesday, 3 March 2026
Chair
Brett Young, National Tax Director, Nexia Australia
Stamp Duty Pitfalls in Creating, Amending, Acknowledging and Confirming Trusts
- Creating a trust over identified dutiable property – double duty under s.8 Duties Act 1997
- Creating a trust over unidentified dutiable property with a nominal rate of duty under s.58 Duties Act 1997 Amending a trust and avoiding constituting a resettlement with liability to ad valorem duty under s.8 Duties Act 1997
- Acknowledging the existence of a trust and liability for ad valorem duty under s.8AA Duties Act 1997
- Confirming the existence of an oral trust and liability for ad valorem duty under s.8AA Duties Act 1997
- Proving the existence of a resulting trust over dutiable property to the satisfaction of Revenue NSW under s.55 Duties Act 1997
- Transferring dutiable trust property to a beneficiary and avoiding ad valorem duty on it under s.57 Duties Act 1997
Presented by Chris Bevan, Barrister, 8 Wentworth Chambers
Description
Attend and earn 1 CPD unit in Substantive Law
This program is applicable to practitioners from all States & Territories
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Presenters
Brett Young, National Tax Director, Nexia AustraliaWith over 30 years of experience as a Chartered Accountant and a tax lawyer, Brett brings thorough tax expertise and commercial insight to the Nexia Australia team. He delivers practical, result-driven solutions, whether it’s addressing technical tax matters or a broader business or legal challenge. As National Tax Director, Brett leverages his extensive expertise to provide tax technical, strategic, and training support to the Nexia team nationwide. He is committed to keeping everyone informed of the latest developments by delivering clear, commercially focused tax insights through regular sessions and articles for both the team and their clients. Brett provides expert advice in numerous areas of taxation. He can provide advice on business taxation, business and investment structuring, capital gains tax, international tax planning, transfer pricing, GST, state taxes and salary packaging, including fringe benefits tax. Brett is passionate about advising clients on their business decisions and takes great satisfaction in helping his clients succeed and generate wealth
Chris Bevan, Barrister, 8 Wentworth Chambers
Chris Bevan is a member of the Sydney Bar and a professional company director. Chris has been at the Bar for 35 years following a career as a solicitor in private practice for 11 years, 6 years of which he had spent as a law firm partner. A detailed curriculum vitae for Chris is available on his websites: www.8wentworth.com.au and www.linkedin.com/in/christopher-bevan-9905a870 Chris as a specialist advocate and advisor on taxation law, company law, insolvency law and trust law in Australia for 35 years, areas of law in which he has authored textbooks. Chris appears in tax cases, company law and trust disputes, including disputes between shareholders, trustees and beneficiaries, with occasional appearances in the Family Court. Chris has appeared on over 20 occasions during the last 20 years as leading counsel in cases involving those three principal areas of law in the High Court, the Federal Court, the Full Federal Court, and in various Courts of Appeal and Supreme Courts around Australia. Chris is also an advisor, university lecturer and professional-body lecturer and author on tax law, company law and trust law. Chris is a senior member of the panel of senior tax lawyers advising the Federal Small Business and Family Enterprise Ombudsman. The panel provides legal advice at the highest level to small business taxpayers who have hit a brick wall in disputes with the ATO. Chris has been a consultant to the Federal Treasury on tax reform for the last 30 years, with emphasis on the reform of Australia’s international tax arrangements (nicknamed “RITA”), taxation of trusts and corporate taxation and corporate law reform (nicknamed “CLERP”).