Year End Tax Planning for Trusts (2023)

Name: Year End Tax Planning for Trusts (2023)
Uploaded: 2023-06-05T13:32:21.000Z
Duration: 3981 s
Description: King Tan takes us through 8 key steps to help your trustee clients make effective trust distributions.

By King Tan

1h 6m CPD time

Intermediate

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King Tan takes us through his 8 step process for effective tax planning for trusts, including coverage of topical issues such as Section 100A and Part IVA.

Start with the trust deed
Check that the trust has not vested
Determine what you can distribute
Ensure 'real and genuine' consideration is given to beneficiaries
Deal with Section 100A
Be mindful of Part IVA
Make the resolution

Download the slides in the Resources area.

Date recorded: 7 June 2023