More taxing issues for trusts

After the popularity of our last roadshow, we are back with more on trusts – and there is always so much more!

With end of financial year approaching, there are quite a number of things to turn our minds to, especially in 2023.

Join us for this follow-up webinar where we build on our roadshow from earlier in 2023 and discuss these questions:

• 'Read the deed, read the deed, read the deed’ - but what should you actually look for?
• End of financial year resolutions: what should they say and what should they NOT say?
• Traps in beneficiary structures – how do you make sure your beneficiaries are included?
• What things (other than tax) do you need to think about in making distributions?
• Has your trust vested, and what are the proposals to extend the vesting date?
• When do we need appointor/principal consent and do we know who they are?

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.

Locations

Online

Cost 

$165.00 Incl. GST

Scott Hay-Bartlem

Partner

Cooper Grace Ward

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Clinton Jackson

Partner

Cooper Grace Ward 

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