Trusts

Issues covered include: absolute entitlement, tax consequences, vesting, Taxation Ruling TR2018/6, vesting date

Issues covered include: discretionary trusts, Family Court, Family Law Act, adult childs, parents, trust assets, outlaws

Issues covered include: discretionary trusts, testamentary trusts, inter vivos trusts, succession planning, clawback mechanisms for trustees, taxation liabilities, CGT assets

Issues covered include: family trust, ending family trust, family trust election, family trust distribution tax, family tax

Issues covered include: tax office targets, tax trusts, trust law, taxation of trusts"

Issues covered include: TTs, testamentary trusts, estate planning, wills

Issues covered include: non-resident beneficaries, SME, ATO, surcharge duty, land tax, foreign resident beneficiaries

Issues covered include: trustees, governance, digital assets, probate, wealth management

Issues covered include: testamenary trusts, super, family, super pensions

Issues covered include: Trusts, distributions, residency, unforeseen tax nightmares, families and death, foreign discretionary trusts, resident trusts with foreign assets, business structures and trusts, tax threats, Division 7A, small business CGT concessions

Clients are now seeking more complex advice on trusts, from overseas beneficiaries to streaming capital gains to tax nightmares, and you need to design a much smarter strategy to meet their needs. You should be constantly reviewing your client’s existing trust structure to determine whether it still fulfils their demands, or whether changing circumstances or tax legislation has created a better structuring option. Walk away with a comprehensive guide to solve all these problems after this full day Summit

Clients are now seeking more complex advice on trusts and estate planning – from unexpected family circumstances, to changing business needs to new tax legislation. Keep updated at this year’s Trusts Essentials and Estate Planning Conference, to provide your clients with advanced and customised tax solutions for their trusts and estate planning structures, to better protect their assets in life and after death.

Trusts and Estate Planning is becoming more complex with legislative amendments including changes to Div. 7A rules, 100A reimbursement agreements and small business CGT concessions. In addition, clients’ unexpected family circumstances and business needs are increasing in a complex social and business world. You will walk away from this updated with all proposed changes and the ability to provide your clients with practical tips and traps.

Issues covered include: Queensland State Taxes, Discretionary Trusts, restructuring family trusts, Section 100A Reimbursement Agreements, changes to Division 7A, unforeseen tax nightmares, asset protection.

Issues covered include: 2020 Tax update, COVID Measures and Their Impact on 2020 & 2021 Tax Positions, new rules limiting deductions for vacant land, offshore tax deduction, Transferor Trust regime, operation of s99B, business valuations and COVID19, keeping clients data safe

Issues covered include: COVID-19, Division 7A, Asset protection, estate planning, superannuation

Busy accountants need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

As a busy accountant, you need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

Issues covered include: new technology, regulations, professionalism and ethics, managing an Australian Financial Services Licensee

Issues covered include: trust integrity provisions, reimbursement arrangements, unpaid present entitlements, trust loss rules, circular trust distributions