Special Tax Topics 2025-2026 - Year-end tax planning

Gain actionable insights to optimise your year-end strategy. Explore how to apply UPE strategies in the post-Bendel landscape, prepare for the introduction of Division 296, and address key trust-related challenges. This session will equip you with practical approaches to navigate complex issues and ensure compliance while maximising outcomes.

Learning Outcomes:

After successful completion of this topic, learners should be able to:

• Evaluate year-end treatment of UPEs in light of Bendel.
• Discuss the proposed Division 296 additional tax from 1 July 2026.
• Identify steps for trustees to consider for 30 June 2026 distribution resolutions.
• Evaluate whether a FTE is appropriate and explain the ongoing consequences.

This session forms part of the Special Tax Topics series. These detailed sessions have been specifically designed for an online platform to ensure training is informative, immersive and engaging. 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.

Continuing Professional Development Hours
All sessions covered in our Special Tax Topics Series constitute verifiable CPD for CA ANZ and are likely to meet the Tax Practitioners Board’s CPD requirements.

Related packages
Looking for more? Our Essential Tax Updates perfectly complement these special topic sessions.