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

Testamentary Trusts are a popular vehicle for clients to control the distribution of assets to their beneficiaries. Recent changes to the taxation of testamentary trusts have changed the landscape and increased the importance of Testamentary Trust Wills. Understand the best strategies to advise your client to protect their estate plan.

The very qualities that make discretionary trusts so appealing when established also create many headaches when it is time to pass control to the next generation. Familiarise yourself with the tax consequences, and how best to satisfy the expectations of both ingoing and outgoing generations.

Understanding when a family trust election is required can be complex. Franked dividends, trust losses, owning shares in a company with losses, or accessing the small business restructure rollover can all be viable reasons to make an FTE. The election comes with serious potential pitfalls, however, so it’s important to clarify your knowledge on when it is appropriate.

The latest in our online mini-series, Trusts Trifecta for Advisors takes a deep dive into testamentary trusts, discretionary trusts and family trusts, exploring their pros and cons, complex taxation issues, passing control and knowing when to make a family trust election.

WEB212AN01: The Trusts Summit 2021 provides you with an indispensable update on key trusts issues. Take a deep dive into trust rules, exploring Section 100A and trust reimbursement arrangements, CGT and foreign beneficiaries, trust losses and family trust elections. The afternoon focuses on trusts and succession, with testamentary trusts income, succession of family trusts and protecting aged beneficiaries with effective trust deeds. A not-to-be-missed national conference for accountants and advisors.

Trusts Trifecta for Advisors takes a deep dive into the complexities of trust vesting, trust distribution and testamentary trusts and deceased estates. Take the opportunity to refresh your knowledge with 3 short webinars and enhance your practice in these areas.

A comprehensive update on recent developments in tax for individuals, including super, trusts and tax changes that impact your clients.

Don't lose your client when they transition to retirement; join them on the journey as their trusted advisor. Be their guide in helping them explore options available, understanding the financial implications and making significant life decisions.

Spend a half-day and get a handle on CGT, income tax and superannuation issues for deceased estates, doing trust tax returns for deceased estates plus more. Walk away with a practical checklist to immediately apply.

Are you solving today’s problems with yesterday’s toolkit? This in-depth guide to trusts and deeds will help you elevate your skills. Delve into modern asset protection strategies. Consider the implications of the ATO’s anti-avoidance provisions and audit focus. Explore the practice and procedure of trust tax disputes in the AAT and the Federal Court of Australia. Examine leading cases from the High Court and work through the nuts and bolts of putting out flare-ups when trust and deed disputes arise. 223N36