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Recorded Webinars

Recorded Webinar: Trust Vesting Dates: Avoiding a Tax Disaster

Most trusts have a limited lifespan. Knowing when that termination date is to occur and the action to take if that date is fast approaching, is crucial in avoiding any adverse tax consequences that can arise. This session explores the topic of trust vesting, with some trips and tr

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About the Webinar

Most trusts have a limited lifespan. Knowing when that termination date is to occur and the action to take if that date is fast approaching, is crucial in avoiding any adverse tax consequences that can arise. This session explores the topic of trust vesting, with some trips and traps to look out for along the way, including:

  • Why the trust deed is so important
  • What are the tax implications when the vesting date arrives?
  • Can you extend the vesting date?
  • What to do if your trust has already passed its vesting date, including
  • How are distributions of trust income treated that occur after the vesting date?
  • Case studies exploring the consequences if a trust within its own vesting date, distributes income to a trust whose vesting date has passed?
  • Lessons from cases, including:
    • McGowan and Valentini Trust [2021] VSC 154
    • Hancock v Rinehart  [2015] NSWSC 646
    • Palato Pty Ltd v Herro [2015] NSWSC 445

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 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/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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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