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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: