All events Tasmania

Reflections of 2023 - Hobart



Hear from thought leaders, connect with local peers, and reflect on the year just gone

Topic: Discretionary Trusts Administration

Presenter: Ron Jorgensen, CTA, Thomson Geer

While many practitioners have advised clients on their trust arrangements for decades, the administration and taxation of discretionary trusts continues to be one of the most complex and challenging areas for legal and tax practitioners. This practical presentation will address common issues and recent changes to trust administration and to transactions confronting legal and tax advisers to manage trust arrangements risk from a commercial, legal, drafting and taxation liability perspective.

Ron will discuss

  • Trustee obligations to consider and provide disclosure and documents to beneficiaries
  • Managing adverse tax assessments for trustees and beneficiaries
  • FIDS (Tas) and FILTS (Tas) for discretionary trusts and foreign beneficiary exclusions
  • Intergenerational Farm Transfer Duty changes.


3:00pm - Registration, food and drinks, networking

3:30-5:00pm - Presentation

5:00 -5:30pm - Networking, food and drinks

When: Thursday, 30 November 2023

Where: UTAS, Room 611, Level 6, Vodafone Centre, 60 Argyle Street, Hobart

1.5 CPD hours

Event Details

$ 50 (member)

$ 50 (new member)

$ 70 (non member)

  • When30-November-2023 - 30-November-2023
  • FormatFace-to-face
  • CPD Hours1 per session



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