2-3 June 2022 | Online
Focusing on current topical and important issues, the Trusts Intensive is an in-depth exploration of this complex area of tax.
The two-day program covers all the issues practitioners need to be aware of when advising their clients including the latest on 100A, unit trusts, trust deeds, and some of the tricks and traps to be alert to when dealing FTEs and FTDTs.
Held over two days, our online format offers you the flexibility to watch the event live or at your own pace via our virtual attendee platform.
Unpack all of the latest changes in this complex and constantly shifting area of tax.
10.00–11.00am Session 1: I say unit trust you say fixed trust
Daniel Smedley, CTA Sladen Legal
11.00am–12.00pm Session 2: Public Trading trust/Institutional Trust
Himashini Weeraratne Grant Thornton
12:00 – 12:30pm Lunch
12.30–1.30pm Session 3: Anatomy of a Trust Deed
Julie Van der Velde, CTA VDV Legal
1.30–2.30pm Session 4: FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries
Linda Tapiolas, CTA Cooper Grace Ward Lawyers
10.00–11.00am Session 5: Insolvency
Mark Gioskos, FTI Victorian Bar
11.00am–12.00pm Session 6: International aspect of Trust planning / 99B
Jim O’Donnell, CTA Jackson McDonald
12:00 –12:30pm Lunch
12.30–1.30pm Session 7: Estate and succession planning considerations
Michael Flynn, QC, CTA (Life) Victorian Bar
1.30–3.00pm Session 8: Trust distributions in the new world order? Where are we on Section 100A
Louise Clarke Australian Taxation Office
Mark West, CTA West Garbutt
Facilitator: Scott McGill, CTA Pitcher Partners
Find out more about becoming a sponsor by contacting Alex Cook and our Partnerships team.
