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Recorded Webinars
Recorded Webinar: Vesting the Trust: Just When you Think you are Done and Dusted some are going Pear Shaped
The tax consequences of vesting a trust can be overlooked, requiring a mess to be cleaned up after the event. To assist in ensuring the vesting is managed in a complying fashion this session will look at: What to consider if vesting day is approaching (TR
PRESENTED BY
Brian Hor
Wills & Estate Planning Lawyer -
Date/Time
About the Webinar
The tax consequences of vesting a trust can be overlooked, requiring a mess to be cleaned up after the event. To assist in ensuring the vesting is managed in a complying fashion this session will look at:
- What to consider if vesting day is approaching (TR 2018/6)
- Can you extend a vesting date?
- Importance of reading the trust deed requirements
- Is guardian consent required?
- What are the CGT implications (incl. the possibility CGT events E1, E5 or E7 applying)?
- Practical examples of vesting date issues that can arise
Presented By
Brian Hor
Wills & Estate Planning Lawyer,Who Should Attend?
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 – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.
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]