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Bob’s Trust Distribution Toolbox - Can we fix it?

Published on 20 May 2010 | Took place at Leonda by the Yarra, Hawthorn, VIC

Bamford and Cajkusic confirm that we have the tools to fix most problems arising under the trust law income and proportionate entitlement approach to applying Division 6 by a mixture of reclassifying income and capital, allocation of expenses, deferral of losses and streaming classes under a properly drafted discretionary trust instrument and valid trustee resolutions.

This event discussed:

  • the tools available in the distribution toolbox
  • selection of the correct distribution tool to do the job
  • a number of DIY projects with example distribution plans
  • what to do if you don't have the distribution tools

Individual sessions

Bob’s distribution toolbox - Can we fix it?

Author(s):  Ron JORGENSEN This paper covers:

  • reclassification of income
  • allocation of expenses
  • recoupment of carried forward losses
  • reassessment of assessable income
  • streaming of income & capital
  • variation of trust deeds.
Materials from this session: