As tax practitioners prepare for year end, it’s an important time to ensure their clients’ trusts are up to date.
‘Attendees can expect to have a better ability to identify problems with the description of the class of beneficiaries in modern discretionary trust deeds and understand the tools that are available to resolve those problems,’ says Daniel.
‘In regards to trust splitting, it’s important that advisers have an appreciation of the range of various options available to deal with the challenges of the single entity discretionary trust in a succession planning context beyond the trust splitting concept itself. I’ll be discussing this and I’ll also be reviewing some of the practical problems experienced by practitioners, rather than just the trust law theoretical issues.’
- Current practical issues in relation to trusts and trust distributions, with Fiona Knight CTA and Andrew Vahala, Australian Taxation Office
- Trust deed amendments workshop, with Daniel Fry CTA and Daniel Velthuis CTA, EY Law
- A practical workshop discussing current issues facing accountants dealing with year-end trust distributions, presented by Leon Mok CTA, Pitcher Partners
To book places for you and you team, click here. Alternatively, you can call The Tax Institute on 08 6165 6600 or email natalielarosa@taxinstitute.com.au.
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