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Published on 09 Aug 2011 | Took place at InterContinental Adelaide, Adelaide, National

This event addressed in a practical manner the key issues facing practitioners dealing with closely held trusts, in particular discretionary trusts, including:

  • case law, legislative changes to trust income and income streaming
  • managing Div 7A unpaid present entitlements
  • complex areas encountered and practical ways to manage them
  • understanding the current trust environment and issues relevant to your clients
  • case studies on the establishment, operation and administration of closely held trusts.

This event was also held in Perth on 25th July, Launceston on 1st August, Melbourne on the 2nd August, Sydney on the 3rd August, Canberra on the 4th August and Brisbane on the 5th August.

Please note the paper and powerpoint materials have been combined into one document.

Individual sessions

Trusts roadshow workbook

Author(s):  Harwood Andrews Lawyers

This paper covers:

  • challenges facing SME clients in administering discretionary trusts
  • the trust income, taxable income & distrutable income rebate
  • conduit theory of capital distributions
  • present entitlement
  • Division 7A and unpaid present entitlements
  • trust losses
  • family trust elections
  • practical trust management and structuring issues.
Materials from this session: