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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.

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: