I say unit trust you say fixed trust …
But let’s not call the whole thing off. Unit trusts have an important role as an alternative to companies as a multi-party co-investment vehicle in the SME market. In this session, Daniel will address some federal tax traps that arise in the administration of unit trusts and the fixed / non-fixed debate including:
isn’t the pattern of distributions the save all?
when is fixed not fixed?
the blanket approach under PCG 2016/16 has some holes
short and long positions, deltas, vested and indefeasible interests all required to get a franking credit
CGT E4 and payments and
in specie distributions and no CGT E5.
Who should watch
Financial planners, tax agents, accountants, lawyers.
Level of expertise
This webinar is for persons with some knowledge or interest in Trusts and looking to improve their knowledge.
7 attendees - $550 (normally $693, saving $143)
8 attendees - $610 (normally $792, saving $182)
9 attendees - $680 (normally $891, saving $211)
10 attendees - $730 (normally $990, saving $260)
If you register more than one attendee, discounts apply:
2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.
IF YOU HAVE NOT RECEIVED A ZOOM LINK WITHIN 30 MINUTES OF REGISTERING, PLEASE CONTACT US.
You can register up to 10 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.
Presenters
Daniel Smedley, Principal
Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. He is a trusted confidant in designing and implementing robust personal and business succession plans. Daniel’s commitment to protecting and enhancing the commercial and personal interests of his clients consistently delivers great outcomes.
View Daniel’s full profile here
Laura Spencer, Senior Associate
Laura is a Senior Associate in our Business Law team with a focus on asset and wealth protection, business structuring and succession planning, trust law and tax. Laura has experience in both Australia and the United Kingdom and has worked with an array of clients from family owned businesses to large multinational corporations. Laura has a wealth of experience across a variety of industries as a trusted advisor and advocate.
View Laura’s profile here