Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
104489
Recorded Webinars

Recorded Webinar: Juggling the Complexities of Trust Distributions

These days, complying with the vast array of requirements to ensure a trust resolution is valid and hasn’t unwittingly triggered adverse tax consequences, is no easy feat. This session looks into the issues surrounding the annual trustee distribution resolution, including: Mana
PRESENTED BY Darius Hii Director, Chartered Tax Adviser - Chat Legal , Brisbane

Date/Time

About the Webinar

These days, complying with the vast array of requirements to ensure a trust resolution is valid and hasn’t unwittingly triggered adverse tax consequences, is no easy feat. This session looks into the issues surrounding the annual trustee distribution resolution, including:

  • Managing the mismatch between tax and accounting income
  • What records should be maintained to support tax effective distributions to:
    • adult children
    • bucket companies
  • Tax effective streaming of capital gains and franked dividends
  • How family trust distribution tax is being inadvertently triggered
  • Tips to ensure “real and genuine” consideration has been given to all potential beneficiaries and the tax consequences if it hasn’t (Owies v JJE Nominees Pty Ltd [2022] VSCA 142)
  • Managing Division 7A exposure when the trustee distribution resolution includes a company (TD 2022/11)
  • Case study highlighting how trust distributions today can impact on entitlement to the small business CGT concessions in the future
  • A checklist addressing trust income and capital distribution requirements and the tax implications that can result if non compliant

Presented By

Darius Hii
Director, Chartered Tax Adviser, Chat Legal Brisbane, QLD

Darius is a tax and estate planning lawyer, who works alongside private clients and advisors to provide comprehensive structuring advice. The core of his work revolves around planning today for a headache free tomorrow and relates to personal and business succession planning.

This often involves preparing holistic estate plans and ensuring they are structured to complement a client's succession planning and asset protection intentions, as well as implementing tax effective business succession and restructuring strategies.

He has developed a deep interest in trusts and taxation which complements his area of practice.

He founded Chat Legal Pty Ltd to provide legal services to busy individuals and families outside office hours and at a location convenient to them.

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 Information

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]

Go to top