Tax Planning & Trusts

WorkshopA case study driven, intensive workshop to

ensure your clients achieve the best tax result from their trust structures

How to achieve the best tax

planning outcomes for your

trust clients

Through a series of case studies this intensive one-day workshop will show you:

l The practical application of difficult concepts

l Help you and your practice avoid thepitfalls of managing trusts, and

l Ensure your clients are not paying moretax than they need to.

With so many areas of complexity and confusion, dealing with trusts is rarely a straightforward exercise.

Outline

Ensuring that distributions are tax effectivel Are you sure you’ve got the timing right?l The step-by-step guide to ensuring that

distributions are effectivel Strategies for ensuring that penalty tax

rates don’t apply

Protecting clients from paying too much tax inan ATO auditl What trust resolutions should and

shouldn’t sayl Understanding how the ATO calculates tax

liabilities when trust returns are amended and using this to the advantage of your clients

Distributing income to entities with lossesl Step-by-step guide to the trust loss testsl Using family trust elections and interposed

entity electionsl Anti-avoidance rules to be aware of

Streaming of incomel The situations when your clients should really

consider streamingl How to ensure that streaming of income

is actually tax effectivel Step-by-step guide to applying the

streaming rules

Testamentary trustsl Making the most of minor beneficiariesl Dealing with income accumulated in the trustl Ensuring clients don’t lose the tax

concessions that can apply to these trusts

“More challenging and thought

provoking than other events I’ve

attended.”Manager, 2015 Sydney participant

We’ve designed this program and accompanying workbook to ensure that when you go back to your office, you have a better understanding of the best methods of working with trusts, can identify the issues, manage the risks, and achieve the right result for clients.

It’s packed full of examples and exercises to give you an understanding of how trusts operate in the real world.

Tax Planning & Trusts will literally test your knowledge and challenge convention. Make informed decisions and achieve the right outcomes.

Register today.

8 PD hours

3-4/5 difficulty

Best for anyone with exposure to trusts. A great all rounder update and reinforcement.

Bring a calculator

Using trusts to operate professional services firmsl How to tell whether the PSI rules apply

to trust incomel The opportunities for splitting income that

still existl The latest ATO guidance and how to keep

clients under the ATO radar

Reading a trust deedl Which bits are important for tax planning?l We take you through some real life

trust deedsl When should clients consider updating

their trust deeds?

CGT and trustsl Opportunities and issues when using the

new small business restructure rollover rulesl Fixed v discretionary trusts and how the

CGT rules can be different

Division 7Al How trusts can easily be caught by

Division 7Al Dealing with unpaid distributions owing

to corporate beneficiariesl Identifying the problem areas where

practitioners are still getting it wrong

TFN withholding rulesl What absolutely has to be done and when

it needs to be done byl The situations that are catching practitioners

out the mostl Practical guide to fixing problems

Investment

Early Bird - For payments received by 19 August- South Australia by 28 October$570 (GST incl)Knowledge Shop Member price $620 (GST incl)

General$645 (GST incl)Knowledge Shop Member price $695 (GST incl)

Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy where no refunds are provided for cancellations received 14 days or less of the event date. Please see www.knowledgeshop.com.au/training for details.

Tax Planning & Trusts Workshop Dates & Details Melbourne Tuesday, 13 SeptRydges Melbourne186 Exhibition St, Melbourne

Perth Friday, 16 SeptDuxton PerthNo 1 St Georges Tce, Perth

Sydney Tuesday, 20 SeptPullman Sydney Hyde Park36 College St, Sydney

Phone | 1800 800 232 Fax | 02 8916 4261 Mail | GPO box 4565 Sydney NSW 2001 Online | knowledgeshop.com.auKnowledge Shop Pty Ltd (ABN 90 107 532 945) is an Easton Investments company. To be removed from our database please call us on 1800 800 232.

Karen VellaBEc (Syd), CADirector, Green Square Tax

Karen has ‘been there and done that’, having trained with the ‘big four’, initiating her own successful practice before moving to Hayes Knight where she became a Partner.

Karen solidified her role as an educator at Webb Martin (Kaplan) before creating her own consultancy. She has worked her magic on leading accounting practices around the country, CPA Australia, the ATO, and now for her audience at this exceptional workshop.

Karen understands how to translate complex tax issues into practical, everyday solutions for her audience.

Michael CarruthersBCom LLB (Macq), CA, CTATax Director, Knowledge Shop

Michael oversees the development of the tax team for Knowledge Shop and Hayes Knight in Sydney and is head of the Hayes Knight group’s national tax committee.

Michael has a knack for seeing through the complexity and helping practitioners work through highly technical issues with certainty and accuracy.

He is a member of the advisory panel for the Board of Taxation and was an expert panel member for the Board of Taxation’s review of tax impediments facing small business.

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Brisbane Friday, 7 OctBrisbane Hilton190 Elizabeth St, Brisbane

Adelaide Friday, 9 DecemberRockford Adelaide164 Hindley St, Adelaide

Time8:30am - 9:00am registration9:00am - 5:00pm training day

Register onlineknowledgeshop.com.au