2023 dates and location to be announced soon
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.
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.
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.
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
Contact our partnerships team to find out more about becoming a sponsor.
