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2021 Local Tax Club Series – Year-end trust distributions – what do I need to know? (Sydney)

Published on 17 Jun 2021 | Took place at Spry Roughley Services, NSW

With 30 June fast approaching, now is an appropriate time to revisit yearend trust distribution issues before trustee resolutions are made. This month’s session will consider a number of practical issues including:

  • Trust income and net (taxable) income – what’s the difference and should I be concerned?
  • Distributions after a trust has vested – why change the status quo?
  • Distributions to non-resident beneficiaries
  • Resolutions – what should a trustee consider?
  • Section 100A – where are we at?

Individual sessions

Year-end trust distributions – what do I need to know?

Author(s):  Jim Koutsokostas

This presentation covers:

  • Trust income and net (taxable) income - what’s the difference and should I be concerned?
  • Distributions after a trust has vested – why change the status quo?
  • Distributions to non-resident beneficiaries.
  • Resolutions – what should a trustee consider?
  • Section 100A – where are we at?
Materials from this session: