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Live Webinars

Live Webinar: When Trust Issues Trigger Tax Issues: Hidden Tax Risks in Disputes & Variations

There is no shortage these days of cases dealing with trust related issues. Whilst the issues themselves may not be directly tax related, the consequences of the outcomes will often bare a tax consequence. This session explores what those consequences can be in various situations,
PRESENTED BY Paul Hockridge Principal - Hockridge Advisory , Melbourne

Date/Time

Monday 4th August 2025
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm
SA & NT:  1.00pm to 2.00pm
WA: 11.30am to 12.30pm

About the Webinar

There is no shortage these days of cases dealing with trust related issues. Whilst the issues themselves may not be directly tax related, the consequences of the outcomes will often bare a tax consequence. This session explores what those consequences can be in various situations, including:

  • Are there any tax consequences: 
    • if a court determines that a trust distribution is voidable? (Owies v JJE Nominees Pty Ltd [2022] VSCA 142) 
    • if applying to the court to vary the terms of a trust (TD 2012/21)
  • Can removing or adding beneficiaries have tax consequences for the trust?
  • Can changing a trust’s vesting date trigger tax issues?
  • Does a change of any of the official roles of responsibility for a trust have tax implications?
  • Situations triggering the section 99A ITAA 1936 tax rate, with the loss of the 50% CGT discount, to income previously distributed to beneficiaries
  • Replacement of trustee deemed ineffective – could adverse tax consequences apply for the distributions whilst replacement trustee acted?
  • Do recent changes by trustees to exclude foreign beneficiaries for surcharge duty and land tax purposes have income tax consequences?
  • Tax consequences when a beneficiary disclaims their entitlement (FCT v Carter [2022] HCA 10)

Presented By

Paul Hockridge
Principal, Hockridge Advisory Melbourne, Vic

Paul Hockridge, the principal at Hockridge Advisory, a chartered accountant and chartered tax advisor, has over 30 years specialist tax advisory experience.

For over 20 years he was a partner in Big 4 and second tier chartered accounting firms and a multi-family office. Paul’s focus is on assisting high wealth families and private businesses and the accounting and law firms which advise them. Paul also provides litigation support services.

Paul is also a senior fellow in the Law School at the University of Melbourne, where he teaches in the Masters program.

Who Should Attend?

This webinar is suitable for lawyers and accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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