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 28 November 2024. 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.

Who's It For?

This program is ideal for beginners to intermediate learners aiming to master the technical basics for tax compliance and advisory.

<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.

Taxation of Trusts

Taxation of Trusts

The tax framework for trusts, trust distributions and beneficiaries, trust losses and how CGT works for trusts.

FTEs & Tax Integrity Measures for Trusts

FTEs & Tax Integrity Measures for Trusts

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

“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

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.

Accelerate Your Team's Skills

This program is included in all our Team subscriptions at no additional cost.


Opting for our Team subscription unlocks unparalleled value and an array of benefits, including unlimited access to 100+ Live Events a year and our Video Replay Library.

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