Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
86863
Recorded Webinars

Recorded Webinar: Trust Splitting and the Estate Plan: The Tax Imperatives

With an increasing amount of trusts being involved in the intergenerational transfer of wealth, strategies are required to unbundle that wealth to transfer control over to the next generation, This session delves into the tax implications that can arise from implementing trust sp
PRESENTED BY Andy Milidoni Partner - Johnson Winter & Slattery , Sydney

Date/Time

About the Webinar

With an increasing amount of trusts being involved in the intergenerational transfer of wealth, strategies are required to unbundle that wealth to transfer control over to the next generation, This session delves into the tax implications that can arise from implementing trust splitting as one such strategy, including:

  • What is trust splitting?
  • Is a trust split a resettlement?
  • Are there any CGT implications when entering into a trust split?
  • How is a loss from assets controlled by one trustee treated if the assets controlled by the other trustee derives a surplus?
  • Is a separate income tax return required for the income derived from each set of assets split from the original trust?
  • What if the original trust has borrowings?
  • Will family trust and interposed entity elections be affected by a trust split?
  • Case studies

Presented By

Andy Milidoni
Partner, Johnson Winter & Slattery Sydney, NSW

Andy specialises in all aspects of taxation and revenue law, trust law and some aspects of superannuation law.  He routinely advises on trust matters including those arising from estate planning, wealth and business structuring.

Andy has acted for clients in respect of private ruling applications and their tax disputes with both the ATO and the State Revenue Offices in respect of income tax, GST, stamp duty, payroll tax and land tax matters.

Who Should Attend?

This webinar is suitable for accountants and lawyers 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/Training 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.

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]

Go to top