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Quick takes on tax: 99B and transferor trusts issues


In a recent webinar, Arnold Bloch Leibler tax team members discussed two specific integrity measures aimed at foreign trusts.

In the second webinar of ABL's September 2020 'Quick takes on tax' series, partner Jonathan Ortner and senior associate Peter Scott presented on the topic of '99B and transferor trusts issues'.

Partner Paul Sokolowski hosted the session and fielded questions from attendees.

The Zoom webinar recording can be viewed on YouTube here. For a copy of the slide deck used in the webinar, click here.

Our host and presenters

Paul Sokolowski portrait v3

Paul Sokolowski

Paul Sokolowski is a specialist tax lawyer, and has been a partner of Arnold Bloch Leibler since 2001. He is the national practice leader of the firm’s taxation practice and advises a range of clients, including (ultra) high-net-worth individuals, large private groups, public entities and not-for-profits, on Federal tax issues in reviews, audits and disputes, and in domestic and international transactions. 

Jonathan Ortner portrait

Jonathan Ortner

Jonathan Ortner is a partner in the firm’s taxation group and practices in all areas of direct and indirect tax with a particular focus on the taxation of trusts and corporate income tax and mergers and acquisitions. He has also advised extensively on cross-border taxation issues; employment taxes, including the tax treatment of employee share schemes, termination payments and fringe benefits; and the GST implications of transactions and dealings in the development of property. 

Peter Scott portrait v2

Peter Scott

Peter Scott practises in the firm’s taxation group, providing strategic and technical tax advice to a diverse range of Australian and international clients, public corporations, private groups, and high-net-worth individuals. He advises across most areas of tax with a particular focus on corporate and international tax, deals, employee share schemes, trusts and tax controversy matters. 

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