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Buying and Holding Property in a Trust Webinar

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The key tax issues prior to purchase, across the ownership period and on disposal

Pros and cons of holding property in a trust
CGT implications, concessions and risks
Unit trusts v discretionary trusts

A Live Instructor Led Webinar

When clients are looking at purchasing a property there are a number of different structuring options that might be available and many clients end up deciding to hold property through a trust. However, the tax rules relating to trusts can be complex and there are a number of key issues that need to be considered. Ideally, these issues will be considered before clients jump in and purchase the property.

The Buying and Holding Property in a Trust Webinar covers the key tax issues that need to be considered when clients are thinking about purchasing a property in a trust and across the ownership period. We delve into the advantages and disadvantages of holding property in a trust and explore the differences that can arise depending on whether clients use a unit trust or discretionary trust.

We also look at the CGT issues that need to be considered when property is transferred into a trust and when the property is sold or transferred to beneficiaries. We consider specific CGT events that apply to trusts and highlight the importance of careful planning on the tax outcomes.

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AU $195 members
AU $235 non-members

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AU $520 members
AU $595 non-members

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Total 1.25 CPD Hours

Details

Recorded: Thursday, 27 June 2024

FAAA accredited for 1.25 CPD hours

  • 1.0 Tax (financial) advice
  • 0.25 Technical competence

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 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

This practical webinar covers:

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • The pros and cons of holding a property in a trust structure
  • Dealing with negatively geared property held in a trust
  • The differences between unit trusts and discretionary trusts
  • Understanding the unexpected tax outcomes that can sometimes arise when using a unit trust
  • Integrity rules that can impact on the deductions claimed by a trust
  • Interest deductions on money contributed to a trust
  • Specific CGT events that apply when property is transferred into a trust and when beneficiaries become entitled to trust assets
  • Whether the main residence exemption can apply when clients hold property in a trust
  • When CGT concessions can and can’t apply to property held by a trust

Our presenter

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.