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Recorded Webinars

Recorded Webinar: Trusts Under the Microscope: Navigating Tax Scrutiny

Judging by the extent of ATO guidance material released in recent years, it would be fair to say that the ATO is keeping more than a watchful eye on the use of trusts. At the same time, practitioners have been kept more than busy conveying the issues attracting the ATO's attention
PRESENTED BY David Hughes Partner - McCullough Robertson Lawyers , Brisbane

Date/Time

About the Webinar

Judging by the extent of ATO guidance material released in recent years, it would be fair to say that the ATO is keeping more than a watchful eye on the use of trusts. At the same time, practitioners have been kept more than busy conveying the issues attracting the ATO's attention onto, at times, unsuspecting trustees. This session delves into some of the recent topical tax issues involving trusts, including:

  • How and why family trust distribution tax is on the rise? 
  • Has the dust now settled since the ATO’s sec. 100A guidance material was finalised during 2022?
    • Identifying exclusions under “ordinary family or commercial dealing”
    • Dealing with distributions that involve adult children
    • Consequences of falling foul of section 100A 
  • Why sec. 99B ITAA 1936 is catching advisers off guard:
    • What type of income has the potential to attract section 99B
    • The tax implications if section 99B applies
    • How do the rules apply to foreign deceased estates
    • Strategies to reduce the risks
    • Unpacking the ATO’s recent draft guidelines
  • Practical case studies

Presented By

David Hughes
Partner, McCullough Robertson Lawyers Brisbane, Qld

David is an Accredited Tax Law Specialist – one of only five in QLD, and a Chartered Tax Adviser. He has over 20 years’ experience acting for taxpayers of all types including individuals, SMEs, and listed and unlisted public companies across all aspects of tax law.

He has been named in Best Lawyers Australia for Tax Law and recognised by Doyle’s Guide since 2015 as a Leading Tax Lawyer.

Who Should Attend?

This webinar is suitable for 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 Information

Accountants can claim up to 1 CPD hour. 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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