Tax & Trusts Web Series

Ensure your clients achieve the best tax result from their trust structures

15 & 22 October 2019

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The practical application of difficult concepts
Help you and your practice avoid the pitfalls of managing trusts
Ensure your clients are not paying more tax than they need to

With so many areas of complexity and confusion, dealing with trusts is rarely a straightforward exercise.

 

In this two part webinar series we cover some of the key trust issues, especially those areas of uncertainty where practitioners are still getting it wrong.  We look at planning opportunities for trust clients and the steps to take to ensure that these strategies are implemented in a tax efficient way.

 

We also look at recent changes which impact on trusts, including round-robin arrangements and changes to the rules for testamentary trusts.

 

Can't attend live?  All registrants receive 3 month recording access.

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What the web series covers

Webinar 1

Tuesday 15 October

 

  • Distributing income to entities that have tax losses or capital losses
  • Using family trust elections and interposed entity elections to ensure the best tax outcome
  • Navigating the income injection test
  • New rules dealing with round robin trust distributions and when they apply
  • Distributions to minor beneficiaries and the opportunities that might be available for some clients
  • Proposed changes to the concessional rules for testamentary trust distributions and the practical impacts

Webinar 2

Tuesday 22 October


  • Step by step guide to the streaming rules
  • When streaming can be used and when it should be considered – identifying the opportunities
  • The ATO’s focus on TFN reporting obligations for trusts - what needs to be done to stay out of trouble
  • Managing CGT issues for trust clients and beneficiaries
  • Specific CGT events that apply to trusts
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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

Tuesday 15 & Tuesday 22 October 2019

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

 

Members

2 webinar series
  • $330 Individual access
  • $595 Office access*
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Non-Members

2 webinar series
  • $400 Individual access
  • $665 Office access*
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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).