The validity of trust distributions is being scrutinised more and more frequently, with challenges arising not only from Australian Taxation Office reviews or audits, but also from beneficiaries questioning the trustee's management of the trust or their use of discretion in family succession disputes.
It is crucial to address the significant implications of invalid trust income distributions, identifying issues which result in a distribution being invalid and determine the appropriate steps to take when an invalid distribution is detected.
Following Part 1 in June, during our second session, we will be covering the following:
• The significance of amendment periods and their relevance in these circumstances.
• An analysis of the role trustee assessments play in invalid trust distributions.
• Strategies for rectifying trust distributions made to invalid recipients and trust law implications for beneficiaries.
• Practical solutions and approaches to resolve challenges and difficulties that may arise in these complex situations.
Who should watch
Tax advisors, financial planners, tax agents, accountants, lawyers and those who control or are beneficiaries of Trusts
Level of expertise
This webinar is for persons with some knowledge or interest in 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)
6 attendees - $480 (normally $594, saving $114)
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, save $260)
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 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.
Presenter
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.
He is a regular presenter at state and national industry conventions, conferences and workshops.