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Recorded Webinars

Recorded Webinar: The Taxing Issue of Trusts: Tax Office Audits and Reviews

The Tax Office is ramping up its audit activity in relation to trusts and their justified trust program is gradually spreading its wings. Now is a good time to take stock as to the areas of concern the ATO is drilling down on. This session looks at some of the issues, including:

Date/Time

About the Webinar

The Tax Office is ramping up its audit activity in relation to trusts and their justified trust program is gradually spreading its wings. Now is a good time to take stock as to the areas of concern the ATO is drilling down on. This session looks at some of the issues, including:

  • Common errors in the drafting of deeds that can lead to adverse tax consequences down the track (Wilstead No. 5 Pty Ltd v Smyth [2020] VSC 651)
  • Invalid distributions (including TD 2012/22 and examples)
  • Tax consequences of ineffective disclaimer of trust distributions by beneficiaries (Carter v Commissioner of Taxation [2020] FCAFC 150)
  • Lessons from Re Owies Family Trust [2020] VSC 716
  • Case study: Tax implications where a trustee treats property development trust on capital account and ATO having a different view, subsequently amending to revenue account
  • Managing loan accounts that come to the fore when implementing an estate plan (McCarthy v Saltwood Pty Ltd [2020] TASSC 19)
  • Lost trust deeds and tips for the appropriate action to take

Presented By

Matthew Burgess
Director, View Legal Brisbane, QLD

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

Who Should Attend?

This webinar is suitable for accountants throughout Australia who advise in estate planning matters. 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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