Special Tax & Superannuation topics 2022-23 - New developments in trusts

Consider the taxation and operation of trusts and how they affect the tax practitioner with this session for intermediate to advanced practitioners.

$109.09

non-member : $130.91

Description

Learning outcomes

After successful completion of this topics, participants should be able to:

Identify the role of the tax agent in the context of tax planning for trusts
Understand the need for trustees to take an active role in formulating trust distribution strategy
Appreciate the latest ATO views on S.100A and Part IVA when planning 2023 trust distributions
Appreciate the tax issues involved in distributing CGT amounts to non-resident beneficiaries

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