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Practical Issues in Trusts

Published on 24 May 2016 | Took place at NAB Private Health, Perth, WA

Practitioners now need to take additional caution in preparing year-end trust minutes in conjunction with their clients, in order to ensure that the minutes drafted align with the trust deed; to prevent any risk of an adverse tax assessment. Through interactive workshops, delegates received practical insights into the difficult issues confronted by tax professionals in this area.

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Individual sessions

Trust me I’m an accountant!

Author(s):  Dudley Elliott

This paper covers:

  • distributions by discretionary family trusts
  • what income of the trust can we stream (2011 and later years)?
  • distributions by resident trusts to non-residents
  • family trust distributions tax.
Materials from this session:

Trust deeds, resolutions and drafting distribution minutes

Author(s):  Robert WF SCEALES

This paper covers:

  • trust income - overview
  • Zeta Force Pty Ltd v FCT [1998] FCA 728; (1998) 39 ATR 277
  • FCT v Bamford [2010] HC 10; 75 ATR 1
  • the proportionate approach
  • interpreting the trust deed
  • requirement to make annual distribution
  • present entitlement.
Materials from this session: