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Tax Planning for Trust Structures

Develop your understanding of trusts, structuring and planning issues. By the end of this series you will have a better understanding of:

  • The core components of a trust used for business or investment purposes.
  • The tax issues affecting trusts.
  • The management and administration issues encountered by trustees.
  • Succession planning and control issues, and
  • Asset production considerations.

This series is specifically designed for:

  • Practitioners who want to build on their basic understanding of trusts and take their
  • knowledge to a more advanced level.
  • Practitioners who are looking for a practical refresher in this area.

If I purchase this series what can I expect?

  • The complexities of tax and trusts simplified.
  • A pragmatic approach to creating commercially viable solutions for your clients.
  • “Real life” case studies.
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$450.00
$360.00 - Member
$525.00
$420.00 - Non-Member

Presentations

5 minute preview

Introduction to Trusts and Trustees

 

this video will address the following issues:
  • What is a trust?
  • Valid establishment of a trust.
  • Various trust structures – fixed, discretionary, unit, hybrid, bare.
  • What is a fixed trust when used in relation to losses, dividends or superannuation.
  • The operation of family trust elections, their use in managing tax outcomes and traps with ‘outsiders’.

5 minute preview

Tax Issues Part one

This video will explore tax issues relating to:

  • Income of the trust estate.
  • Streaming of capital gains, franked dividends and other classes of income.
  • Managing trust distributions.
  • Drafting trust resolutions.

5 minute preview

Tax Issues Part two

This Video will explore the tax issues relevant to:

  • Div 7A and unpaid present entitlements.
  • Varying trust deeds and resettlements.
  • Potential changes to the taxation of distributions.
  • Possible changes to the capital gains tax discount.
  • Trusts in the proposed new private company benefits regime.
Member
$360.00
$450.00 (20% discount)
Non-member
$420.00
$525.00 (20% discount)