30 June Trust Distributions Webinar

What absolutely needs to be done for trust clients before 30 June

Wednesday, 3 June 2020

Register Individual

A step by step guide to what needs to happen by 30 June
Balancing tax planning opportunities with risk
The ATO’s hit list when it comes to trusts

The ATO has again warned clients and practitioners that trust arrangements will be subject to close scrutiny. It is more important than ever to ensure that trust distributions are effective and that you are not placing clients at risk. With so many changes being made to the rules in recent years and the ATO releasing new guidance on how it approaches trusts, it's vital that practitioners keep up to date with these developments.

This session looks at the steps that should be taken for all trust clients to ensure that clients stay out of trouble, as well as detailing the arrangements that are at the top of the ATO’s hit list this year.

Register Individual
Register Office
Member Register

What we cover

This practical webinar covers:

  • What needs to be done by 30 June to ensure trust distributions are tax effective
  • Areas that will come under more ATO scrutiny this year
  • The latest court cases and ATO rulings and how this might change the approach clients take
  • Making sure appropriate documentation is in place
  • 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
  • Steering clear of the anti-avoidance rules that can apply to trust distributions
Register Individual
Register Office
Member Register

Our Presenter
Michael Carruthers

Tax Director, Knowledge Shop

Michael has a knack for seeing through the complexity and helping practitioners work through highly technical issues with certainty and accuracy.

He oversees the development of the tax team for Knowledge Shop and Hayes Knight in Sydney and is head of the Easton Investments’ national tax advisory committee. He is a member of the advisory panel for the Board of Taxation and was a member of the reference group for the Board of Taxation’s recent review of small business concessions. He was also an expert panel member for the Board’s review of tax impediments facing small business. Michael was the 2016 Thought Leader of the Year at the Australian Accounting Awards.

Michael Carruthers
Michael Carruthers
Tax Director, Knowledge Shop

Wednesday, 3 June 2020

12:00pm - 1:15pm AEST in ACT, NSW, QLD, TAS & VIC
11:30am SA & NT | 10:00am WA

Members

Webinar access + access to recording for 3 months

  • $195 Individual access
  • $350 Office access*
Member Register

Non-Members

Webinar access + access to recording for 3 months

  • $235 Individual access
  • $390 Office access*
Register Individual
Register Office

Terms & conditionsAll 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.

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).