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85632
Recorded Webinars
Successful audit activity by the ATO in relation to trusts is often the result of a particular tax treatment not complying with the terms of the trust deed. This session examines the following areas: The importance of understanding how trusts work

Date/Time

About the Webinar

Successful audit activity by the ATO in relation to trusts is often the result of a particular tax treatment not complying with the terms of the trust deed. This session examines the following areas:

  • The importance of understanding how trusts work
  • Trustee power and control specific to the deed
  • Particular clauses with tax implications:
  • Defining income
  • Distribution powers including streaming of capital gains and franked distributions
  • Varying the trust deed
  • Whether Guardian consent is required
  • Are there circumstances where oral trustee distributions are ok?
  • Various cases which highlight the importance of ensuring compliance with the deed (incl. Owies Family Trust [2020] VSC 716)

Presented By

Tess Jager
Lawyer, McCullough

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 1.25 CPD/Training hours. FASEA – category “Technical Competence” – 1.25 hours.

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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