Trusts (2 of 3) – Distributions, ‘Streaming’ & ‘Specific Entitlement’
The practical issues encountered with trust distributions as well as useful strategies to optimise our clients’ position.
Sep 21Thu 1:00 PM AEST - Thu 2:30 PM AEST Online
- $220.00 incl. GST
- PD hours: 1.5
This webinar is the second of a 3-part series covering the taxation of trusts.
To view the remaining parts please click below;
It builds on the key concepts covered in Part 1 and focuses on the practical issues encountered with trust distributions. Particular attention is paid to simple trust distribution strategies that may be adopted to optimise our clients’ overall position.
With a re-cap on the ‘best-practice’ approach to reviewing trust deeds, determining trust income and present entitlement, the webinar also provides practical guidance on the ‘road-map’ that should be adopted for all trust distributions.
The webinar also covers the practical aspects associated with ‘streaming’ trust income and the process for doing so, including:
• the creation of ‘specific entitlement’ and the conditions required;
• streaming capital gains and franked distributions; and
• the ‘stepped’ methodology for calculating ‘streamed’ trust distributions.
With an emphasis on the practical, examples and case studies are provided throughout.
Accounting, taxation and legal professionals who require a working practical knowledge of trust distributions and streaming.
Crowe Horwath is the largest provider of practical accounting, audit, tax, business and financial advice to individuals and businesses from a network of over 80 offices throughout the country.
The firm’s team of 300 Principals (approx.) and professionals deliver a full range of accounting including, audit and taxation, business advisory, corporate finance and wealth management services from offices in the cities of Sydney, Melbourne, Brisbane, Canberra, Perth, Auckland, Wellington and major regional centers in Australia and New Zealand.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
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