Tax Nuggets Academy

Trust Tax Fundamentals

Build a strong foundation in the taxation of trusts with our dynamic course. With comprehensive learning and practical examples, you'll gain the confidence to navigate trust tax rules with ease.

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How Do I Access This?

The live program concluded on 29 May 2025. Missed it? Subscribe to VIP or Teams to get access to all replays and resources. Check out all our plans & pricing.


Experience each session’s replay in high definition, plus download slides, case study resources, and more to complement your learning.

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Who's It For?

This program is ideal for beginners to intermediate learners aiming to master the technical basics for tax compliance and advisory. Sign up yourself or your team.

<div class="editor-content"><p><strong><span style="font-size: 1.25rem">Juniors &amp; Offshore Teams</span></strong></p></div>

Juniors & Offshore Teams

Ideal for beginners who want to build a strong technical foundation in trusts.

<div class="editor-content"><p><strong><span style="font-size: 1.25rem">Aspiring Tax Advisers</span></strong></p></div>

Aspiring Tax Advisers

For those eager to move beyond compliance and tackle more tax advisory challenges.

<div class="editor-content"><p><strong><span style="font-size: 1.25rem">Experienced Professionals</span></strong></p></div>

Experienced Professionals

Great for those seeking a comprehensive refresher or to cover some gaps in their knowledge.

What's Covered?

Introduction to Trusts

Introduction to Trusts

Legal and tax characteristics of a trust, pros and cons of using a trust, residency, trustee duties more.

Trust Income & Beneficiary Entitlements

Trust Income & Beneficiary Entitlements

The tax framework for trusts, trust distributions and beneficiaries.

CGT, Streaming & Trust Losses

CGT, Streaming & Trust Losses

How trust losses and CGT work for trusts including streaming.

Trust Integrity Measures

Trust Integrity Measures

Family Trust Elections! Also, anti-avoidance and tax integrity measures to watch out for when using trusts.

Want more details? Download the program curriculum

Testimonials

“Clear and concise, 5 out of 5 stars!”

Albert Scholten

Senior Manager Tax, Alderton Bhudia

“Love Peter… a brilliant teacher! His slow and steady pace and ease of delivery are great.”

Jermayne Williams

Solicitor, Jermayne Williams Lawyers

"Peter Adams was super engaging."

Jessica Matchett

Accountant, Aintree Group

<div class="editor-content"><p><span style="font-size: 1.125rem">Albert Scholten</span></p></div>, <div class="editor-content"><p>Senior Manager Tax, Alderton Bhudia</p></div>
J
<div class="editor-content"><p><span style="font-size: 1.125rem">Jessica Matchett</span></p></div>, <div class="editor-content"><p>Accountant, Aintree Group</p></div>

Meet Your Instructor:

Peter Adams

Peter, Founder and CEO of Augmentors, brings 30 years of top-tier tax expertise, having held senior roles at KPMG, PwC, BNP-Paribas, and Chase Manhattan. Now running his own boutique practice, he consults and trains businesses across Australia.


As a sought-after speaker, Peter regularly shares his insights with industry heavyweights like the Institute of Public Accountants, the Tax Institute, and CPA Australia.

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