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UB Statements

Published on 29 Mar 2000 | Took place at Citv West Function Centre, City West , WA

Topics covered include: Distributions by unit and discretionary trusts; Tracing distributions through discretionary trusts; Discretionary trust with other sources of income; Preparing UB Statements; Are you able to amend UB Statements?

Individual sessions

UB Statements

Author(s):  Roger SULLIVAN Yet another Act in the "A New Tax System" series is making life difficult for those situations where a trust distributes to another trust - A New Tax System (Closely Held Trusts) Act 1999. This paper covers the implications of the new legislation regarding lodgment of statements, objections and amendments, beneficiaries and minors.

Materials from this session: