Intensive Trusts

Trusts Intensive

6-7 June 2024 | Online




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 trust variations, restructures and rollovers, investment trusts, a deep dive down the 99B rabbit hole, plus more.

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.

Delivered by subject matter experts, your participation in this Intensive will help you unpack all of the latest changes in this constantly shifting area of tax.

Event Details

Standard registration

$ 1,250 (Member)

$ 1,250 (New Member*)

$ 1,550 (Non Member)

  • When06-June-2024 - 07-June-2024
  • FormatOnline
  • CPD Hours8

Proudly sponsored by 


Technical Program

Session 1: Distributions and flow

Speaker: Warren Smith, CTA, Brentnalls NSW

Session 2: Division 7A – How well do you think you know the provisions?

Speaker: Alexis Kokkinos, ATI, Pitcher Partners

Session 3: Trusts and tax integrity provisions

Speaker: Mark West, CTA, West Garbutt

Session 4: Down the s99B rabbit hole

Speakers: Kaitilin Lowdon, Sladen Legal, Neil Brydges, Sladen Legal


Session 5: Trust variations

Speaker: Dr Philip Bender, ATI, Victorian Bar

Session 6: Restructures and rollovers

Speaker: Sally Preston, CTA, Smart Solutions Tax & Business Advisory

Session 7: State Taxes (duties) and Trusts – State of play

Speaker: Rachel O’Donnell, CTA, O’Donnell Tax Law

Session 8: Investment Trusts for investors

Speaker: Andrew Sharp, Alvarez & Marsal



Interested in raising your company's profile?

Contact our partnerships team to find out more about becoming a sponsor.