Hi,
If A person is both sole shareholder for company B and company C.
Company B is the trustee company for unit trust D and the beneficiary is person A.
If company B transferred all units to company C and keeping person A as the beneficiary,
is there any CGT exemption in this case?
Thank you.
If company B transferred all units to company C
Sounds more like you want to change the trustee from B to C.
If so, then you need to look at the trust deed provisions for change of trustee.
Usually there are a few options, but best to execute a deed for change of trustee.
Be careful not to do anything that causes a resettlement (stamp duty) or refreshes the CGT status of the trust.
You should get professional help.
I'm sorry to providing the wrong information.
If A owns company B and Company C.
Company B holds the units in trust D.
If Company B transferred all the units to company C.
Is there any CGT rollover provision in this case?
Thank you.
15 Apr 2026 · 4 min read time
15 Apr 2026 · 8 min read time
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