Essential Insights into Trust Distributions

Because getting trust distributions right isn’t optional—it’s critical

This session explores the practical challenges encountered in annual trust distributions and presents clear strategies to optimise outcomes for clients.

The session provides a review of best practices for examining trust deeds, determining trust income, and assessing present entitlements, along with practical guidance on a recommended roadmap for effective trust distributions.

Key topics also include “streaming” trust income, covering:

• determining trust income
• creating “specific entitlements” and meeting the necessary conditions
• streaming capital gains and franked distributions
• applying the “stepped” methodology for calculating streamed trust distributions

Designed with practicality in mind, the session features examples and case studies to illustrate key concepts and demonstrate effective 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