Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
111218
Live Webinars

Live Webinar: Trust Busting: Changing From a Discretionary Trust to a Company

There are a number of reasons these days why clients involved in a discretionary trust structure may be putting the feelers out to enquire whether they may now be better suited operating under a company structure, and the May 2026 Federal Budget has made that conversation signific
PRESENTED BY Kimberley Barnes Senior Associate - McInnes Wilson , Brisbane

Date/Time

Tuesday 15 September 2026
Vic, NSW, Qld, ACT, Tas: 1pm to 2pm
SA & NT: 12.30pm to 1.30pm
WA: 11am to 12pm

About the Webinar

There are a number of reasons these days why clients involved in a discretionary trust structure may be putting the feelers out to enquire whether they may now be better suited operating under a company structure, and the May 2026 Federal Budget has made that conversation significantly more urgent. This session is designed to provide some tax effective options available to undergo the change, including:

  • The new Budget restructure rollover: what is known, what is still subject to consultation, and why clients should not wait until 2027 to start planning
  • Obtaining CGT rollover relief by disposing of trust assets to a company, including:
    • how to account for the consideration between the two entities
    • how to tax effectively deal with depreciable assets and trading stock
    • the tax consequences for the trust and the company  
  • The use of the CGT small business restructure rollover, including: 
    • the conditions to be met
    • the tax consequences of using the rollover (LCR 2016/2)
    • how depreciable assets and trading stock are treated
    • why asset valuations for accounting purposes take on significant importance 
  • Situations where the CGT small business concessions could provide a viable alternative
  • How family trust elections impact on the restructure
  • Dealing with the GST implications
  • The pros and cons of the various options
  • Documentation the ATO would expect to see when restructuring from a discretionary trust to a company
  • Case study  

Presented By

Kimberley Barnes
Senior Associate, McInnes Wilson Brisbane, QLD

Kimberly completed her Bachelor of Laws and Bachelor of Commerce (Accounting) at Griffith University and her Masters of Laws at the University of Queensland and was admitted as a solicitor in May 2016.

Kimberley specialises in the areas of commercial, taxation, succession planning and asset protection for individuals, trusts and companies.

As a dedicated solicitor, she has honed her skills to build a strong client rapport from the get-go and has developed excellent stakeholder relations both within and external to the firm. Kimberley has a passion for going the extra mile for her clients and prides herself on ensuring all T's are crossed and I's are dotted before wrapping up any project.

By using initiative, out of the box solutions and the ability to uniquely assess situations, Kimberley is able to provide end-to-end solutions for her clients in a timely, deadline focused manner.

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

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

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

Go to top