1.25 CPD hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $180.00 excl. GST

Description

A Practical Look

This webinar provides a comprehensive overview of the trust tax rules together with practical examples of how the different tax rules that apply to trusts.

HIGHLIGHTS
This webinar, which will include the opportunity to ask questions, will provide practical guidance on how trusts are taxed.

Topics covered will include:

  • Trustee and beneficiary income 
  • Trading trusts 
  • Trust migration 
  • New disclosure obligations 
  • Closely held companies 
  • Associated persons 
  • RWT 
  • FBT 
  • Bright-line test 
  • Land transfer tax statements 
  • RLWT (resident land withholding tax) and offshore persons 
  • Tax consequences of variation and winding up of trusts 
  • GST registered trusts 
  • Case law update 

WHY ATTEND
The introduction of new disclosure and taxing provisions that relate to trusts highlights the need for advisers to ensure that they are up to date regarding the taxation of trusts.

This course provides a comprehensive overview regarding how trusts are taxed and traps to look out for.

LEARNING OUTCOMES

Attendees will learn:

  • How trusts are taxed
  • How specific trust rules apply in practice
  • New developments, and
  • Traps to avoid

SUITED TO

This webinar is targeted at advisors at beginner level. However, it is suitable for advisers of all levels who want a refresher course on new developments as well as an overview of the myriad ways in which tax laws can apply to trusts.

ORIGINAL BROADCAST DATE

3 May 2017

PRESENTER

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited