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Technical Tips & Traps with Trusts presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 05 Apr 17 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • trust income
  • TR 2012/D1
  • trust income – franking credits
  • trust Distributions
  • income to different beneficiaries
  • trust Streaming
  • streaming Franked Dividends Streaming Franked Dividends
  • streaming Capital Gains Family trust elections (FTE)
  • family control test
  • FTE - family group
  • interposed entity election (IEE)
  • family trust election - time limit to vary or revoke
  • trustee beneficiary statements
  • TFN withholding for trusts
  • non-resident beneficiaries
  • case study discussion.

Author profiles

Andrew Jones CTA
Andrew Jones, CTA is a Brisbane-based corporate and international tax partner with BDO. He provides practical, timely and relevant guidance and solutions to clients on a diverse range of tax matters. Andrew leads BDO’s Global Tax Assurance and Risk Management service line in Australia. - Current at 23 June 2025
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Mark Reynolds CTA
Mark is a Tax Partner in Crowe, with over 25 years experience in providing tax advice to clients on both income tax and indirect tax issues. Mark primarily works with SME clients in the property, retail and not-for-profit sectors, assisting them in all aspects of their business operations. - Current at 18 November 2022
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Individual sessions

Technical Tips & Traps with Trusts

Author(s):  Andrew Jones,  Mark REYNOLDS

Materials from this session:

Further details about this event:

 

Copyright Statement