Trust Resolutions & Tax: Horror Shows & Practical Drafting Tips (Webinar)

Trust Resolutions & Tax: Horror Shows & Practical Drafting Tips (Webinar)

By Meridian Advisory Group
Online event

Overview

Australian Accountants - Join us for a tactical refresher on Trust Resolutions and trust taxation (and some horror stories as well).

Welcome to Trust Resolutions & Tax: Horror Shows & Practical Drafting Tips!

USE CODE: "CPD"

Join structuring expert, Mark Lowis, as he delivers a tactical refresher on Trust Resolutions within the context of trust taxation and shares some real world horror stories.

This is a once-off Free CPD event.

In this session, Mark will cover:

  • Trust Deeds: income definitions, attribution clauses and characterisation
  • The relevance of Bamford and Greenhatch
  • Practical drafting tips and examples
  • Avoiding Contingent Resolutions
  • How to stream Capital Gains and Dividends effectively
  • Second order impacts: Small Business CGT Concessions
  • Much More!

This session has been designed to be direct, informative and practical.

Expand your knowledge.

This webcast is limited to 150 attendees. Get in early.

Mark Lowis is a nationally recognised structuring expert. He has worked with ultra high -net worth individuals, Australian SMEs and Accountants for 19+ years.

Mark is a multi-qualified Tax Lawyer, Chartered Accountant, Chartered Tax Adviser and Tax Agent. He has earned extensive advisory experience in many complex client scenarios and built both successful law firms and accounting practices in the real world.

Category: Business, Other

Good to know

Highlights

  • 1 hour 15 minutes
  • Online

Location

Online event

Frequently asked questions

Organised by

Meridian Advisory Group

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Hosting

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Feb 25 · 5:45 PM PST