Description

Navigate the new 39% trustee tax rate. Discover effective strategies for tax-efficient trust planning, including investments, income structuring, and asset transfers. Join us to ensure your trusts remain tax-efficient in 2024 and beyond!

The 39% trustee tax rate came into effect 1 April 2024 and for many advisors – the question remains – what is acceptable trust tax planning around the 39% rate?

This webinar will consider the likely tax effects of common trust related strategies, transactions and structural changes such as:

• Tax effective investments for Trusts.
• Trusts owning and deriving income through lower tax rate entities and investments.
• Trusts transferring income producing income assets to lower tax rate entities (including the broader tax considerations such as dividend avoidance).

Join this webinar for an update on the approaches for maintaining the tax efficiency of trusts including de-minimis trusts.

LEARNING OUTCOMES

A good understanding of 39% trustee taxation and achieving tax efficient trust objectives.

SUITED TO

Accountants, lawyers, trustees involved with trust taxation.

PRESENTER

Maurits van den Berg, Senior Manager, Taxation Services, Baker Tilly Staples Rodway.

Maurits is a Senior Manager Taxation Services at Baker Tilly Staples Rodway Auckland. He is a co-author of the popular CCH publication “A Practical Guide to Taxing Property Transactions”. Maurits also has a special interest in cross-border business and the associated GST and income tax issues.