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Workshop
Tax In Practice Workshop: Discretionary Trust
Events Overview
Amending discretionary trust deeds to facilitate changes in law, commercial transactions, succession planning or tax planning can be quite complex and may be ineffective or incur inadvertent income tax or duty consequences.
This session will explore the trust, income tax and duty law principles to be considered when amending discretionary trust deeds to facilitate common commercial, succession and taxation transactions including:
- Changes of trustee investment powers required by financiers;
- Changes of trustee and appointors for succession planning;
- Payment and taxation of death benefits varying the vesting date for succession planning;
- The exclusion of beneficiaries on relationship breakdown and for FIDS (Tas) and FILTS (Tas);
- Differential streaming of trust income tax attributes to beneficiaries for tax planning; and
- Disclaiming adverse income tax distributions
Key Takeaways:
- Key legal risks to which trustees and lawyers are exposed.
- How to mitigate those risks.
- Example precedents for common transactions.
Event Details
Full registration
$ 60 (member)
$ 80 (non-member)
SOLD OUT
- When27-July-2022 - 27-July-2022
- FormatFace-to-Face
- CPD Hours1.5
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