Create Account Member Login

30 June Trust Distributions Web Series

Register Me
Register Me
Register Team
Register Team

The essential issues that need to be managed for trust clients by 30 June 2025

Practical guidance on managing section 100A risks
Step-by-step guide to what needs to happen by 30 June
The ATO’s hit list when it comes to trusts

A Live Instructor Led 2-Part Web Series

The ATO has made it clear that trust arrangements are under scrutiny and that scrutiny has never been more intense. 

The 30 June Trust Distributions Web Series looks at the steps that must be taken to ensure clients stay out of trouble. Trustees and their advisers must grapple with a range of evolving trust compliance issues. As we’ve seen recently, what was acceptable in previous years, may not be acceptable now. 

It is vital to ensure that trust distributions are tax-effective and that you are not placing clients at risk. As the rules and ATO guidance in this area continue to evolve practitioners need to ensure that they keep up to date with all the latest developments.

Register Me

AU $330 members
AU $395 non-members

Register Me

Register Team*

Login to register a team
AU $870 members
AU $985 non-members

Register Team*
Total 2.5 CPD Hours (est.)

Dates & Details

Recorded: 29 May & 5 June 2025

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

An essential webinar series for every accountant who deals with trust clients to ensure that the right steps are taken pre-30 June 2024.

What's included?

  • 2 x 1.25 hour (est.) webinars
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
1

Session 1 – Section 100A and other integrity rules

with Michael Carruthers
  • Key points from recent cases in this area and the practical implications for clients
  • How to ensure arrangements fall within the low-risk green zone
  • Practical steps to reduce the risk level when distributing income to adult children
  • Specific issues to consider when distributions are made to companies and entities with tax losses
  • Can Part IVA apply to trust distribution arrangements? What the courts have to say on this issue
2

Session 2 – Year-end trust distributions

with Rae Ni Corraidh
  • What needs to be done by 30 June to ensure trust distributions are tax effective
  • Areas that will come under ATO scrutiny this year
  • The appropriate documentation that must be in place (and when)
  • How well do you and your team understand the proportionate approach to trust taxation?
  • The simple but common mistakes that clients and practitioners make and how to avoid them
  • Navigating the integrity rules that can apply to trust distributions

Our presenters

Tax Adviser, Knowledge Shop

Rae Ni Corraidh

Rae RoundRae is an experienced tax advisor and trainer focused on helping practitioners apply complex tax rules to real life scenarios.

She understands the challenges faced by practitioners and brings a wealth of practical experience to the workshop ensure participants walk away with the knowledge and tools they need to help their clients navigate the technical issues they are facing.

Rae has over 20 years tax experience in professional services firms, ten in Big 4 firms both in Australia and internationally and has held management positions in mid-tier firms.

Rae holds a Masters in Commerce specialising in tax.

Tax Director, Knowledge Shop

Michael Carruthers

Michael CarruthersMichael is an adviser, author, in demand presenter, mentor to Knowledge Shop’s technical team, and is well known for his capacity to translate highly technical information into tangible and useable advice for the profession. He has a knack for seeing through the complexity and helping advisers work through highly technical issues with certainty and accuracy.

Michael works with advisers every day to help them negotiate and implement the constant tide of change impacting the industry. He was a long-term member of the advisory panel for the Board of Taxation and was a member of the reference group for the Board’s review of small business concessions.

He was also an expert panel member for the Board’s review of tax impediments facing small business.

Terms & Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Knowledge Shop Pty Ltd's written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Knowledge Shop Pty Ltd may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Knowledge Shop Pty Ltd reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.