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Recorded Webinars
Recorded Webinar: Ensuring Tax Treatment Complies with the Trust Deed
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
PRESENTED BY
Tess Jager
Lawyer, McCullough
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, McCulloughWho 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]