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Recorded Webinars

Recorded Webinar: Taxing Issues with Trusts Vesting

Most trusts have a limited life span. Proper care is needed as a trust nears its vesting date to ensure the tax consequences are managed. This practical session examines the tax implications of a trust vesting and the ATO’s recent guidance on the issue. It includes:
PRESENTED BY Michael Butler Tax and Revenue Partner - Finlaysons , Adelaide

Date/Time

About the Webinar

Most trusts have a limited life span. Proper care is needed as a trust nears its vesting date to ensure the tax consequences are managed. This practical session examines the tax implications of a trust vesting and the ATO’s recent guidance on the issue. It includes:

  • ATO’s draft ruling TR2017/D10
  • CGT issues on trust vesting - crystalizing of gains
  • Meaning of absolute and indefeasible interest and a taxing event - CPT Custodians
  • Stamp duty implications from transactions resulting in a change in beneficial ownership in land
  • Cleaning up trust issues - are there any beneficiary loans, receivables or payables?
  • Forgiveness or waiving of UPEs - tax effect
  • Managing trust income distribution issues that arise in the final year

Presented By

Michael Butler
Tax and Revenue Partner, Finlaysons Adelaide, SA

Michael Butler is a Tax & Revenue Partner at Finlaysons Lawyers in Adelaide.

Michael has spent over 35 years working solely in taxation law – he is a true specialist in his field.  His deep experience in tax law means he can provide advice that considers each client’s unique situation and suggest tax-effective options and solutions to help clients achieve their commercial goals. 

Michael’s expertise at state, federal and international levels includes income tax, capital gains tax, GST, Wine Equalization Tax (WET), fuel tax credits and carbon tax, as well as stamp duty, payroll tax and land tax.  Michael also has extensive experience advising on international taxation matters, including Australian taxpayers investing and carrying on business offshore.

Michael's expertise is acknowledged in Best Lawyers Australia 2022 for Tax Law, Superannuation Law, Trusts & Estates, and Wealth Management/Succession Planning Practices; including as 2022 Lawyer of the Year in Trusts & Estates.

Michael has been also listed in Doyle’s Guide as a Pre-eminent SA Tax Lawyer, with Finlaysons listed as a First Tier SA Tax Law Firm.

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.

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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