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Live Webinars

Live Webinar: End of Financial Year Tax Planning for Annual Trust Distributions

With the continual flow of ATO guidance material on the distributing of trust income, and with numerous recent cases on the topic, it has never been more important to ensure the annual trust distribution resolution holds up under scrutiny. This session is designed to assist, inclu
PRESENTED BY Linda Tapiolas Partner, Chartered Tax Adviser - Cooper Grace Ward , Brisbane

Date/Time

Wednesday 2nd April 2025
Vic, NSW, ACT, Tas: 1:30pm to 2:30pm
Qld: 12:30pm to 1:30pm
SA: 1pm to 2pm
NT: 12pm to 1pm
WA: 10:30am to 11:30am

About the Webinar

With the continual flow of ATO guidance material on the distributing of trust income, and with numerous recent cases on the topic, it has never been more important to ensure the annual trust distribution resolution holds up under scrutiny. This session is designed to assist, including:

  • Why tax-effective distribution decision-making needs to be married up with a real and genuine consideration for the potential beneficiaries. (Owies v JJE Nominees Pty Ltd [2022] VSCA 142)
  • Tips to assist with:
    • defusing the section 100A time bomb
    • managing distributions to corporate beneficiaries (Bendel v FCT [2023] AATA 3074 - on appeal)
  • How streaming of capital gains can result in unintended outcomes and tips to assist with ensuring the desired outcome is achieved
  • When a family trust election may be beneficial to the annual distribution, along with a review of the short-term benefits versus the long-term consequences of making the election
  • How the annual distribution resolution can impact on eligibility for the small business CGT concessions for both the current and future years
  • Practical examples of trust distribution resolutions for varying situations
  • Tips to consider if the annual trust distribution is no longer achieving the tax effectiveness that another structure may provide
  • A checklist to cover off on annual trust distribution requirements

Presented By

Linda Tapiolas
Partner, Chartered Tax Adviser, Cooper Grace Ward Brisbane, Qld

As a partner in Cooper Grace Ward’s commercial team, Linda specialises in providing tailored advice and support services to accountants, financial planners and other professional advisers.

Linda provides technical advice on complex tax, capital gains tax (CGT), Division 7A issues, and acting on business sales and acquisitions to ensure clients achieve commercial and tax effective outcomes.

Prior to joining Cooper Grace Ward, Linda worked as an accountant for 18 years, advising clients on capital gains, business acquisitions, and restructuring, providing her with a unique insight into her current clients’ business environment. She also regularly conducts seminars and training on topics including business structuring, CGT small business concessions and Division 7A issues.

Who Should Attend?

This webinar is suitable for accountants 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

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

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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: [email protected]

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