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78438
Individual Podcasts

Trust Distributions: Timing and Content

The importance of correctly documenting a trust’s distribution of income and/or capital cannot be overstated. Getting it wrong can trigger tax to the trustee at the top marginal rate, with no entitlement to the CGT 50% discount concessions. This podcast looks at the timing requir
PRESENTED BY Matthew Burgess Director - View Legal , Brisbane

Date/Time

About the Podcast

The importance of correctly documenting a trust’s distribution of income and/or capital cannot be overstated. Getting it wrong can trigger tax to the trustee at the top marginal rate, with no entitlement to the CGT 50% discount concessions. This podcast looks at the timing requirements and issues to consider when making a trustee distribution resolution to assist in ensuring the desired tax outcomes are achieved.

Featuring: Matthew Burgess, View Legal, Australia

23 minutes / 0.4 CPD hours

Presented By

Matthew Burgess
Director, View Legal Brisbane, QLD

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.

CPD Information

0.38 CPD Hours

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