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Recorded Webinars

Recorded Webinar: Preventing Future Challenges: Creating Bullet-proof Trustee Distribution Resolutions

A recent case of Owies has put into question whether the “discretionary” in a discretionary trust is a proper use of that term. This session reviews the impact this case may have on trustee distribution resolutions, including: What are the tax implications if a trust distributi
PRESENTED BY Andy Milidoni Partner - Johnson Winter & Slattery , Sydney

Date/Time

About the Webinar

A recent case of Owies has put into question whether the “discretionary” in a discretionary trust is a proper use of that term. This session reviews the impact this case may have on trustee distribution resolutions, including:

  • What are the tax implications if a trust distribution is deemed invalid?
  • To what extent does a trustee need to give “real and genuine consideration” to potential beneficiaries?
  • What records should be maintained to support a trustee’s decision to distribute income or capital?
  • How do you effectively change a trustee, appointor or guardian?
  • How might Owies case affect pre 30 June trustee distribution resolutions?
  • What lessons can trustees and advisors take from the case?
  • The tax consequences where flexibility is removed and a trust is:
    • unitised (PBR 1051872353826)
    • arranged to hold particular assets for particular beneficiaries (TD 2012/21, TD 2019/14)
  • Practical examples

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 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. This webinar has been designed to run for 75 minutes, however, webinar lengths can vary depending on the level of questions and discussion.

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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