With so many areas of complexity and confusion, dealing with trusts is rarely a straightforward exercise.
This essential two-part webinar series covers some of the key trust issues, especially those areas of uncertainty where practitioners are still getting it wrong.
We also look at planning opportunities for trust clients and the steps to take to ensure that these strategies are implemented in a tax efficient way.
Plus, recent changes that impact on trusts, including round-robin arrangements and changes to the rules for testamentary trusts.
12:00pm - 1:15pm AEDT in ACT, NSW, TAS & VIC
Reference notes included
2.5 PD hours
3-month recording access
FPA points pending
The two part Tax & Trusts Webinar Series breaks down all the important issues your team need to know - especially those uncertain areas where practitioners still get it wrong.
The key issues that need to be considered to ensure that distributions made to companies and other trusts are tax effective, especially when the beneficiary has losses.
Plus, the issues to consider when distributing to minors, including recent changes for testamentary trusts.
How to apply the streaming rules in practice to maximise tax planning opportunities.
We also look at the issues that need to be managed to ensure that trust clients comply with the TFN reporting and CGT rules.
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.
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.
*The office rate applies per office location (maximum temporarily increased to 20 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.