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Recorded Webinars

Recorded Webinar: Distribution Dilemmas, Estate Planning and the Taxation of Trusts

Family and testamentary trust income distribution continues to be a focus of the ATO and is also the subject of an important High Court decision. This session will examine some of these recent developments and explore the options for practitioners to assist clients achieve a more
PRESENTED BY Daniel Smedley Principal - Sladen Legal , Melbourne

Date/Time

About the Webinar

Family and testamentary trust income distribution continues to be a focus of the ATO and is also the subject of an important High Court decision. This session will examine some of these recent developments and explore the options for practitioners to assist clients achieve a more favourable tax outcome in estate planning through trust structures, including:

  • An analysis of the ATO package of draft advice and guidelines on trust entitlements and where to from here
  • What is the ATO focussing on and why?
  • Will the guidelines provide the greater certainty sought?
  • The impact of the ATO’s views on s100A reimbursement agreements
  • The treatment of unpaid entitlements and why management of these may need to change
  • The implications of the decision in Commissioner of Taxation v Carter [2022] HCA 10 for trust beneficiaries and consequential trust deed review
  • Strategies to minimise risks for beneficiaries and assist in estate planning with greater certainty and benefits.

Presented By

Daniel Smedley
Principal, Sladen Legal Melbourne, Vic

Daniel Smedley, CTA, enjoys solving complex taxation and trust law issues for private enterprise clients. He is also a trusted confidant in planning the succession of his client’s personal and business affairs.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria and is recognised by his peers in Doyles Guide as a leading lawyer in Taxation. He is also recognised in the Best Lawyers list published in the Australian Financial Review being awarded the lawyer of the year in Melbourne in Taxation in 2022 and in respect of Trusts and Estates and Wealth Management/Succession Planning this year.

Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim CPD hour. Lawyers can claim 1 CPD unit/point – substantive law. 

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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