What's on?

Our next live workshop will be on Monday, 6 Dec 2021, 12.30pm - Melbourne time.

How to make a trust distribution (proper)!?

A case study of a family group including:

  • How to make a trust distribution

  • Distributable income v taxable income

  • Sample trust deed, how to find the income definition, what else to look out for 

  • Common income definitions and the accounting and tax consequences 

  • What happens if there’s no income to distribute but there’s taxable income

  • How to prepare trustee distribution resolutions (percentage v actual amounts)

  • Sample trust distribution resolution.  

This masterclass is set to be around 60 minutes + open mic Q&A at the end.

Who's it for?

Basic to intermediate practitioners, visual learners - Strictly NO powerpoint! If you're a newbie, I'll recommend some homework videos for you so you can get the basics and can follow the case study.

How do I register?

This event is exclusive to Premium Plus subscribers who'll receive the registration link via email. If you're a new subscriber, you'll receive your registration email within 24 hours of joining.

Please subscribe 24 hours before the live event so you don't miss out!

Ready to learn from the experts?

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