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30 June Trust Distributions Web Series

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The essential issues that need to be managed for trust clients by 30 June 2024

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*

AU $870 members
AU $985 non-members

Register Team*
Knowledge Shop members, register through the portal for the discounted rate
(new portal | retiring portal)
Total 2.5 CPD Hours (est.)

Dates & Details

Thursday, 16 May 2024 
Thursday, 23 May 2024

Time
12:00pm - 1:15pm AEST 
11:30am SA & NT 
10:00am WA  

FAAA accreditation pending 

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 15 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.