Cooper Grace Ward Webinar - More taxing issues for trusts

More taxing issues for trusts

The more we delve into the world of family trusts, the more we find!

Following our earlier roadshows, we have been fielding lots of questions about the areas we covered, and how to deal with them – some after the ATO has come to help.

In this webinar, we will use a workshop format to explore these trust issues that advisers have been coming across, and how we have resolved them.

Issues we will be discussing include:

trustees excluded as beneficiaries, and how to deal with the ATO questioning
distributions to non-beneficiaries
deliberately removing family members from trusts (for example, as a result of family
law settlements or family disputes)
ineffective changes of trustee
lost trust deeds and variations
tracing the identity of the principal/appointor/guardian
other problem trust deed provisions.

The webinar will be recorded, so, if you are unable to attend at the advertised time, we will send you the live recording for future viewing. We hope you can join us.