30 March 2023
7:30 AM - 9:00 AM
1.50 CPD hours
Let’s get organised for the last quarter of the 2023 income year with practical year-end tax planning tips, savings, case studies, and insights to put your clients’ groups in the best position, given recent changes:
- Trust distributions, considering Reimbursement Agreement time bombs
- Trust resolutions – tips and traps
- Dividend declarations and payments
- Superannuation opportunities
- Year-end obligations such as Division 7A repayments
- Documentation required, including set offs
Speakers
Stephen Holmes, CTA, WMS Chartered Accountants