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111220
Live Webinars

Live Webinar: When a Trust Distribution Gets an “F”: Tax Consequences of Failed Resolutions

One area of tax that is rapidly becoming more of a “minefield” than it already was, is the trustee distribution resolution. Whilst not generally a lengthy document by any means, it has the potential for wide ranging ramifications. This session explores why, including: Common s
PRESENTED BY Neil Brydges Principal Lawyer - Sladen Legal , Melbourne

Date/Time

Tuesday 15 September 2026
Vic, NSW, Qld, ACT, Tas: 2pm to 3pm
SA & NT: 1.30pm to 2:30pm
WA: 12pm to 1pm

About the Webinar

One area of tax that is rapidly becoming more of a “minefield” than it already was, is the trustee distribution resolution. Whilst not generally a lengthy document by any means, it has the potential for wide ranging ramifications. This session explores why, including:

  • Common scenarios in practice where trust distributions fail
  • The tax consequences of failed trust distributions
  • The pros and cons of drafting trust deeds with wide or narrow beneficiary classes, including: 
    • whether it's feasible to start with a narrow class and expand when required
    • how the extent of potential beneficiaries impacts on state and territory taxes and duties  
  • What the ATO is on the lookout for when reviewing trustee distribution resolutions, including:
    • how the potential application of Division 7A, section 100A and family trust and interposed entity election issues apply
    • documentation that satisfies the ATO that all potential beneficiaries have been considered 
  • Tips and traps when the trustee distribution resolution includes:
    • streaming of franked dividends and capital gains
    • a bucket company beneficiary
    • a non-resident beneficiary  
  • A review of recent court cases where trust distributions have been questioned
  • A checklist to follow when making a trustee distribution resolution 

Presented By

Neil Brydges
Principal Lawyer, Sladen Legal Melbourne, Vic

Neil Brydges is a Principal Lawyer in Sladen Legal’s tax group. Neil practises in all areas of direct and indirect tax with a particular focus on the taxation of trusts, deceased estates, income and capital gains tax, and Division 7A.

Neil has also advised extensively on cross border taxation issues and the implications of transactions and dealings in the development of property. Using his technical tax knowledge, Neil works with clients to obtain commercial and practical outcomes. He has particular experience in dealing with the Australian Taxation Office on complex tax issues in a dispute resolution context.

Neil is a keen and active member of the tax community. As well as presenting on tax topics at various sessions, he has authored and co-authored several published articles, papers, and bulletins. Neil is a member of the Tax Committee of the Law Council of Australia, an Accredited Specialist in Taxation Law and is a member of the Tax & Revenue Law Committee with the Law Institute of Victoria and a Chartered Tax Advisor and member of the Dispute Resolution Technical Committees with The Tax Institute.

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]

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