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Tax Planning for Trust Structures

Published on 05 Nov 2018 | Took place at Online, National

This webinar series covers the following:

  • The core components of a trust used for business or investment purposes
  • the tax issues affecting trusts
  • the management and administration issues encountered by trustees
  • succession planning and control issues
  • asset production considerations.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Tax planning for trust structures bundle

Author(s):  Daniel SMEDLEY,  Patricia Martins This video is the recorded 5 November 2018 webinar from the tax planning for trust structures series. It covers:

  • what is a trust?
  • valid establishment of a trust
  • various trust structures – fixed, discretionary, unit, hybrid, bare
  • what is a fixed trust when used in relation to losses, dividends or superannuation
  • the operation of family trust elections, their use in managing tax outcomes and traps with ‘outsiders’.
Materials from this session:

Introduction to trusts & trustees

Author(s):  Daniel SMEDLEY,  Patricia Martins

This presentation covers:

  • what is a trust?
  • valid establishment of a trust.
  • various trust structures - fixed, discretionary, unit, hybrid, bare.
  • what is a fixed trust when used in relation to losses, dividends or superannuation.
  • the operation of family trust elections, their use in managing tax outcomes and traps with ‘outsiders’.
Materials from this session:

Tax issues - Part one

Author(s):  Daniel SMEDLEY,  Patricia Martins,  Kristy Merganovski

This presentation covers:

  • income of trust estate
  • streaming of capital gains, franked dividends and other classes of income
  • managing trust distributions
  • drafting trust resolutions.
Materials from this session:

Tax issues - Part two

Author(s):  Daniel SMEDLEY,  Patricia Martins,  Kristy Merganovski

This presentation covers:

  • Division 7A and unpaid present entitlements
  • varying a trust deed and resettlements
  • potential changes to the taxation of distributions
  • possible changes to the capital gains tax discount
  • trusts in the proposed new private company benefits regime.
Materials from this session: