This session explores the trust loss provisions and how the various tests apply in practice. We will examine the interaction between loss rules and family trust elections, and discuss strategies to preserve and utilise losses within family groups and complex structures.
The session will cover:
· Practical application of trust loss rules and tests;
· Interaction between loss rules and fixed trust elections; and
· Strategies for preserving and using losses in complex structures.
Who should watch
Trustees and their advisers (accountants, financial planners and lawyers).
Level of expertise
This webinar is for persons with some knowledge or interest in family trusts.
Cost: $99.00
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)
Sladen Smart Members: Free
Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.
You can register up to 5 individual attendees (please contact us, should you require more than 10) 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.
Presenter
Neil Brydges
Principal Lawyer
Accredited Specialist in Tax Law
Neil is a Principal Lawyer in the business law area, with a particular focus on taxation advice and disputes. Neil’s aim is to provide technical expertise to clients, commercially applied and in a friendly and approachable manner.