30 June Trust Distributions Webinar

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

 

Recording 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

Once again the ATO has 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.

Recorded 31 May 2019

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Recording Individual
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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
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Recording Individual
Recording Office

Our Presenter

Michael Carruthers

Tax Director, Knowledge Shop

Michael oversees the development of the tax team for Knowledge Shop and Hayes Knight in Sydney and is head of the Hayes Knight group’s national tax committee.

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

Michael is a member of the advisory panel for the Board of Taxation and is 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.

Michael Carruthers
Michael Carruthers
Tax Director, Knowledge Shop

Register

 

Individuals

$195 Member
$235 Non-member

 

 

Office

$350 Member*
$390 Non-member*

 

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised.

How to access the recording

  1. Knowledge Shop members, access your discounted pricing by logging into the Knowledge Shop member website and registering. More on membership.
  2. For Individuals:
    • Register and we will email you your access details to Knowledge Shop's IQ platform (generally within 24 - 48 hours).
    • Your recording and any successive recordings you purchase will display on your personal profile.
  3. For Offices (access for up to 10 individuals from the same firm): 
    • Register and we will contact you to organise login details for your nominated staff members (generally within 24 - 48 hours).
    • You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
  4. Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant. 

Terms & Conditions 
All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for webinar recordings once the Knowledge Shop IQ platform has been accessed.  Refunds are only possible if the webinar recording has not been accessed.