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Recorded Webinars

Recorded Webinar: Back to Basics: With Flexibility Can Come Complications: The Use of Trusts

Trusts are known to have a flexibility that can achieve favourable tax outcomes, whether used as a vehicle for running a business or as the entity to hold investments. Yet their flexibility shouldn’t be lost to the complications that can arise when administering a trust. This ses
PRESENTED BY Neil Brydges Principal Lawyer - Sladen Legal , Melbourne

Date/Time

About the Webinar

Trusts are known to have a flexibility that can achieve favourable tax outcomes, whether used as a vehicle for running a business or as the entity to hold investments. Yet their flexibility shouldn’t be lost to the complications that can arise when administering a trust. This session provides some tips and traps regarding the use of trusts, including:

  • Trustee resolutions:
    • what does the deed say?
    • present entitlement requirements
    • streaming capital gains or franked distributions
  • The differences between accounting income, trust income, and taxable income
  • How the tax applicable to a trust distribution depends on the status of the beneficiary
  • In what situations can the trustee be assessed?
  • What is a section 100A reimbursement agreement?
  • What to consider if a beneficiary is a non resident?
  • What are family trust elections and interposed entity elections and when should they be considered?
  • Practical examples.

Presented By

Neil Brydges
Principal Lawyer, Sladen Legal Melbourne, Vic

Neil is a Principal Lawyer in Sladen Legal’s tax group. Neil practises in all areas of direct and indirect tax with a particular focus on the taxation of trusts, deceased estates, income and capital gains tax, and Division 7A.

Neil has also advised extensively on cross border taxation issues and the implications of transactions and dealings in the development of property. Using his technical tax knowledge, Neil works with clients to obtain commercial and practical outcomes. He has particular experience in dealing with the Australian Taxation Office on complex tax issues in a dispute resolution context.

Neil is a keen and active member of the tax community. As well as presenting on tax topics at various sessions, he has authored and co-authored several published articles, papers, and bulletins. Neil is a member of the Tax Committee of the Law Council of Australia, an Accredited Specialist in Taxation Law and is a member of the Tax & Revenue Law Committee with the Law Institute of Victoria and a Chartered Tax Advisor and member of the Dispute Resolution Technical Committees with The Tax Institute.

Who Should Attend?

This webinar is suitable for junior accountants – Australia wide.

CPD Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, 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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