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The Trust Tax Fundamentals Program is designed especially for junior and intermediate level accountants. This program focuses mostly on features and issues pertaining to trusts in Australia, with a focus on discretionary (family) trusts.

With 8+ hours of content, this 4 part program features a case study with examples throughout, covering both the foundational legal and tax nature of trusts, equipping accountants with a sound understanding for tax compliance and advisory.

This year's program will run in May 2025.

Learning units:

Introduction to Trusts
Trust Income & Beneficiary Entitlements
CGT, Streaming & Trust Losses
Trust Integrity Measures

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This year's program will run in May 2025.

Learning units:

Introduction to Trusts
Trust Income & Beneficiary Entitlements
CGT, Streaming & Trust Losses
Trust Integrity Measures

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This year's program will run in May 2025.

Learning units:

Introduction to Trusts
Trust Income & Beneficiary Entitlements
CGT, Streaming & Trust Losses
Trust Integrity Measures

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