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Closely held trusts - TB and new TFN rules presentation

Published on 19 Jul 11 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • TB statements for closely held trusts
  • TFN withholding rules for closely held trusts
  • case studies.

Author profile:

Author Photo - Robyn Jacobson CTA
Robyn Jacobson CTA
Robyn is well known in tax training circles, having been a professional tax trainer for more than 15 years. After periods with Webb Martin and her own business Cyntax, Robyn continues to be a highly regarded tax trainer with TaxBanter Pty Ltd. With more than 20 years in the profession, Robyn has a public practice background in tax consulting and compliance, audit, superannuation and litigation support. Robyn focuses on SME issues, specialising in Division 7A, trusts and the small business CGT concessions, and often consults to the ATO on trust issues. Robyn is a Chartered Tax Adviser, Chartered Accountant, Registered Tax Agent and is a regular convention presenter. Current at 03 July 2014 Click here to expand/collapse more articles by Robyn Jacobson.
 
Individual sessions

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