CPD Webinar - Foreign Trust Taxation Issues

1 CPD Point – Substantive Law

Trusts in Australia are generally considered an excellent tax vehicle. However, where the Trust is deemed under tax law to be foreign, significant complexities arise.

In this webinar, Dr Philip Bender provides the knowledge and insights needed to enable lawyers, accountants and advisers to guide their clients though the complexities of foreign trusts and tax law. Specifically, Philip will address:

• Howard's case and the ATO's new guidance on s.99B, and interest charges under s.102AAM.
• Tax residency issues for foreign trusts, including the impact of double tax agreements.
• Distributions from foreign trusts.
• Deceased estates issues.
• Transferor trusts.

This session is designed for practitioners and advisers working with Foreign Trusts and will take a deep dive into this complex area of tax law. The webinar is suitable for lawyers, accountants and other professional advisers, and requires an understanding of Trust and tax law.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Points.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenter: Dr Philip Bender
Barrister

Dr Philip Bender is a barrister and nationally accredited mediator practising in taxation and superannuation, commercial and property law, and trusts/deceased estates. He is the author of Bender’s Australian Stamp Duties, published by the Tax Institute.

Philip has appeared in many trusts, taxation and superannuation cases in Tribunals and Courts, both for taxpayers and revenue authorities. He acted as counsel in one of the few foreign trust cases on section 99B, Howard’s case.