Create Account Member Login

Moving assets to and from a trust

Register Me
Register Me
Register Team
Register Team

Pros and cons of holding assets in a trust 

CGT implications, concessions and risks
when changing the ownership of an asset 

A Live Instructor Led Webinar

Trusts are a popular choice for holding assets, but transferring assets into or out of a trust? That’s where things get tricky.  
 
When clients are looking at what is the best structure to hold assets, there are a number of different structuring options that might be available, with many clients choosing a trust. However, the tax rules relating to trusts can be complex and there are a range of key issues that need to be considered. Ideally, these issues will be considered well before clients make a decision or take action. 

 In this must-attend webinar, Michael Carruthers cuts through the complexity and breaks down the key tax issues that need to be considered when clients are thinking about changing the ownership of an asset. He will explore the advantages and disadvantages of holding assets in a trust and explore the specific issues that can arise when assets are transferred into a trust or extracted from a trust. 

Michael looks at common CGT issues that need to be considered when clients enter into transactions with related trusts, including specific CGT events that deal with situations like this. Whether your client is moving business assets, investment properties or looking at asset protection options, you need to know how to do it right - or risk unintended tax consequences.

Register Me

AU $195 members
AU $235 non-members

Register Me

Register Team*

Login to register a team
AU $520 members
AU $595 non-members

Register Team*
Total 1.25 CPD Hours

Date & Details

Thursday, 23 October 2025

Time
12:00pm - 1:15pm AEDT
11:30am SA
11:00am QLD
10:30am NT
9:00am WA

*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

  • Identify the pros and cons of holding assets in a trust structure 
  • Identify specific CGT events that can be triggered when moving assets into a trust 
  • Identify specific CGT events that can be triggered when extracting assets from a trust 
  • Explain the key CGT issues that need to be considered when assets are moved into a trust or transferred out of a trust 
  • Identify and explain the tax concessions that might apply

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to webinar recording
  • Reference notes

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 member of the advisory panel for the Board of Taxation, a member of the reference group for the Board’s review of small business concessions, and 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.