CPD 1.5 hours On Demand Course Online

Special Tax & Superannuation Topics 2023-24 - Unit trusts

Learn how to use unit trusts in common business and investment structures. This session will explain the tax benefits and drawbacks of unit trusts.

$113.64

non-member : $136.36

Description

On successful completion of this topic, participants should be able to explain the ideal situations to use the following types of unit trusts:

  • Family only - investment
  • Family only - business
  • Siblings - in business
  • Unrelated participants in business
  • Unrelated participants - investments
  • SMSF investments in unit trusts

This session forms part of the Special Tax & Superannuation Topics Series. These concise 1.5-hour sessions have been specifically designed for an online platform to ensure training is informative, immersive and even fun. These sessions will:

  • Ensure you get the critical knowledge you need while minimising your time out of the office.
  • Assist you in providing proactive tax and superannuation advice and identifying tax planning opportunities early
  • Help you avoid any possible traps and pitfalls
  • Give you answers to the questions most relevant to you

Our partnership with Thomson Reuters gives you the most up-to-date information, updated regularly and enhanced by our technical specialists.

Presenter

Other