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Advisers Digest

Family Trusts Distributions: New Taxation Rulings - April 2022 (1 Hour of CPD)

Family Trusts Distributions: New Taxation Rulings - April 2022 (1 Hour of CPD)

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New tax rulings released by the ATO in February - TA 2022/1 and TR 2022/D1 – will slam shut the common approach of trust distributions to family members. This is an absolute gamechanger.

In our Family Trusts Distributions: New Taxation Rulings, Peter Johnson runs through exactly what impact these public guidance documents will have on family trust distributions, particularly with regard to trust income streams to lower-paying tax-payers.

  • The new Tax Office Rulings regarding Trust Reimbursement Agreements
  • Who exactly you can and cannot distribute to now
  • How do we make the most out of our low tax beneficiaries?
  • Risk minimisation
  • Relevant case studies
  • And much more…
What's Included?
  • Instant access to the webinar with a short quiz (1 hour of CPD included) - $159
  • 90 Days of Recording Access (Unlimited Views) 

We Will Cover:

  • New Tax Office Rulings regarding Trust Reimbursement Agreements 
  • Just who can and can’t you distribute to now 
  • How do we make the most out of our low tax beneficiaries 
  • Risk minimisation 
  • Case Studies 
  • And much much more…
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