Understanding Trust Distribution – Essential Concepts

Navigate the Complexities of Trust Distribution with Confidence

This session delves into the practical challenges faced in trust distributions on a daily basis. It also explores straightforward strategies to optimise trust distribution outcomes for our clients.

The session includes a recap of the best practices for reviewing trust deeds, determining trust income, and assessing present entitlement. Additionally, it offers practical guidance on the recommended roadmap for effective trust distributions.

Furthermore, the session covers key aspects of “streaming” trust income, including:

• determining trust income.
• the creation of “specific entitlement” and the necessary conditions.
• the process for streaming capital gains and franked distributions.
• the “stepped” methodology for calculating streamed trust distributions.

With a focus on practicality, the session includes examples and case studies to illustrate key concepts, including examples of distribution strategies

Learning Outcomes:

Attendees will gain a practical understanding of effectively managing trust distributions and streaming.

Suited to:

The session is suitable for accounting, taxation and legal professionals who require a working practical knowledge of trust distributions and streaming.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation