All events Intensive On-demand

Trusts Intensive

2023 dates and location to be announced soon

 

 

Missed the 2022 event ? 

We understand it's a busy time for tax professionals and there are simply not enough hours in the day.  Rest assured, we've made it easy for you to still gain access to the latest knowledge in tax.   

Watch at your pace - OnDemand

Session recordings and technical materials are still available via our Virtual Attendee Hub.

If you would like to gain access to watch the recordings and download the materials, register now to the online option and we’ll send you a confirmation detailing how you can view the recordings and download the materials. 

Download the 2022 brochure to find out more about this event.

Offer available for a strictly limited period.

 


 

Coming soon 2023 dates for your diary

Trusts – All you need to know - now

Focusing on current topical and important issues, the Trusts Intensive is an in-depth exploration of this complex area of tax.  

The two-day program covers all the issues practitioners need to be aware of when advising their clients including the latest on 100A, unit trusts, trust deeds, and some of the tricks and traps to be alert to when dealing FTEs and FTDTs.

Held over two days, our online format offers you the flexibility to watch the event live or at your own pace via our virtual attendee platform. 

Unpack all of the latest changes in this complex and constantly shifting area of tax.

Event Details

  • When30-June-2022 - 30-September-2022
  • FormatOn Demand
  • CPD Hours8

 

 

On Demand Program

Session 1: I say unit trust you say fixed trust

Daniel Smedley, CTA Sladen Legal 


Session 2: Public Trading trust/Institutional Trust

Himashini Weeraratne Grant Thornton


Session 3: Anatomy of a Trust Deed

Julie Van der Velde, CTA VDV Legal


Session 4: FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries

Linda Tapiolas, CTA Cooper Grace Ward Lawyers

Session 5: Insolvency

Mark Gioskos, FTI Victorian Bar


Session 6: International aspect of Trust planning / 99B

Jim O’Donnell, CTA Jackson McDonald


Session 7: Estate and succession planning considerations

Michael Flynn, QC, CTA (Life) Victorian Bar


Session 8: Trust distributions in the new world order? Where are we on Section 100A

Louise Clarke Australian Taxation Office

Mark West, CTA West Garbutt

Facilitator: Scott McGill, CTA Pitcher Partners 


       


 

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