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Recorded Webinars

Recorded Webinar: SMSFs and Non-Arms Length Income from Trusts – Applying the Rules to Remain Compliant

Understanding the rules relating to distributions from discretionary trusts and fixed entitlements being either deemed or considered non-arm’s-length income is the subject of this session. It includes: Understanding when fund arrangements are

Date/Time

About the Webinar

Understanding the rules relating to distributions from discretionary trusts and fixed entitlements being either deemed or considered non-arm’s-length income is the subject of this session. It includes:

  • Understanding when fund arrangements are uncommercial in nature

  • Problems in distributing income from discretionary trusts to an SMSF beneficiary

  • When is fund income from a fixed entitlement from trust not at arm’s length?

  • Risk control - ensuring income is received on commercial terms

  • Risk control- voluntary disclosure to ATO

  • Case study - ATO guidance on non-arm’s length income from trusts

Presented By

Andrea Carrick
Director, SMSF Specialist Advisor, AG Tax Lawyers Melbourne, Vic

Andrea has over 16 years of experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Andrea also has a wealth of experience liaising and negotiating with the ATO and Revenue Offices on behalf of clients in audits, investigations, objections and private ruling applications.

Andrea has a keen focus on superannuation, particularly in respect of SMSFs. She has extensive experience advising SMSF trustees and their advisers in regulatory and compliance matters and maximising opportunities for members with the intersection of the Small Business CGT Concessions and Superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible.

Andrea is a regular presenter for the TEN The Education Network, Legalwise Seminars and CPA tax discussion groups.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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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