Tax Planning for Trusts & Family Groups

Explore practical tax planning strategies for trusts and family groups, including distributions, income streaming and more!

In this session, we cover: 

• Tax Planning Encompasses

• TPS 1 - Trust Structure

• TPS 2 - Taxing Trust Income - S.97 ITAA 36

• TPS 3 - Fixed vs Discretionary Trusts

• TPS 4 - Trust Distributions & Present Entitlement

• TPS 5 - Trust Deed Issues

• TPS 6 - Section 100A Reimbursement Agreements

• TPS 7 - Div 7A & UPEs

• TPS 8 - Family Trust Elections (FTE) & Interposed Entity Elections (IEE)

• TPS 9 - Trust Loss Provisions

• TPS 10 - CGT & Small Business Concessions

• Asset Protection and Estate Planning