Live Webinar: The Taxing Issue of Trust Distributions

 

Date:  Tuesday 14th May 2019 – Online:
Vic, NSW, Qld, ACT, Tas: 3pm to 4.30pm  
SA & NT 2.30pm to 4pm 
WA 1pm to 2.30pm

 ABOUT THE WEBINAR
The taxation of trust distributions has been in the spotlight in recent years, with a recent High Court decision, as well as recent shifts in the ATO’s views on a range of issues. This session provides an update on the current state of play, including:

  • Unpacking the High Court’s decision in Thomas:

    • distribution of franking credits by the trustee of a discretionary trust

    • stream franking credits as a separate class of income

    • avoiding the traps in distribution resolutions

  • Trust distributions to a resident beneficiary which can be traced by to a capital gain from a non-resident trust: TD 2017/24

  • Deductibility of interest incurred by beneficiaries on borrowings to make interest free loans to trust: TD 2018/9

  • Traps and tips of trust distributions - what needs to be considered in drafting the resolution?

 PRESENTER
Our presenter

Fletch Heinemann, Partner, Cooper Grave Ward Lawyers, Brisbane

Fletch is a partner in the firm’s commercial team. He assists clients by providing tax advice across a range of commercial issues.  He is also responsible for managing a significant volume of tax and customs disputes. His experience includes drafting notices of objection, private ruling applications, AAT appeals and litigation in the Federal Court.

His technical specialisations include income tax (including international tax and residency issues), GST, payroll tax, land tax, stamp duty and customs duties.

Before joining Cooper Grace Ward, Fletch was a tax lawyer in Baker & McKenzie’s Sydney office. Prior to that, Fletch worked for a Big 4 accounting firm in the UK and then China.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1.5 CPD/Training hours.  Lawyers can claim up to 1.5 CPD units/points – substantive law.  This webinar has been designed to run for 1.5 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1 hour.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBHMAY19
 Price:   $264.00 (Inclusive of GST)
© 2019 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.