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Ultimate Beneficiaries

Published on 17 Nov 1999 | Took place at City West Function Centre, Perth, WA

Topic covered include: Preparing UB statements; Penalties if UB statements are incorrect; Are you able to amend UB statements?; Distributions by unit and discretionary trusts - when is a UB statement required?

Individual sessions

Ultimate Beneficiaries

Author(s):  Joe LOMBARDO This paper helps you understand the new rule for ultimate beneficiaries that were introduced in 1998. It talks about UB statements, gives examples of calculations and categories, due dates, and ATO adjustments that will be made in later years.

Materials from this session: