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 Live Webinar: The Taxing Issue of Trusts: Tax Office Audits and Reviews

Date: Friday 28th January 2022
Vic, NSW, ACT, Tas: 1.30pm to 2.30pm
Qld: 12.30pm to 1.30pm
SA:  1.00pm to 2.00pm
NT:  12 noon to 1pm
WA: 10.30am to 11.30am

The Tax Office is ramping up its audit activity in relation to trusts and their justified trust program is gradually spreading its wings. Now is a good time to take stock as to the areas of concern the ATO is drilling down on. This session looks at some of the issues, including: 

  • Common errors in the drafting of deeds that can lead to adverse tax consequences down the track (Wilstead No. 5 Pty Ltd v Smyth [2020] VSC 651)
  • Invalid distributions (including TD 2012/22 and  examples)
  • Tax consequences of ineffective disclaimer of trust distributions by beneficiaries (Carter v Commissioner of Taxation [2020] FCAFC 150)
  • Lessons from Re Owies Family Trust [2020] VSC 716
  • Case study: Tax implications where a trustee treats property development trust on capital account and ATO having a different view, subsequently amending to revenue account
  • Managing loan accounts that come to the fore when implementing an estate plan (McCarthy v Saltwood Pty Ltd [2020] TASSC 19)
  • Lost trust deeds and tips for the appropriate action to take
Live Webinars,Estate planning,Live Webinar: The Taxing Issue of Trusts: Tax Office Audits and Reviews

Matthew Burgess, Director, View Legal

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

This webinar is suitable for accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.


Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hour.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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: [email protected]

© Television Education Network Pty Ltd 2021

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: LBIJAN22
 Price:   $269.50 (Inclusive of GST)
© 2021 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.