CPD Webinar - Tax & Family Trusts

1 CPD Point – Substantive Law

One of the reasons that there are so many family trusts in Australia is the flexibility of a family trust. The tax rules that apply to family trusts are limited in their flexibility. As a result of this, careful planning is needed to get maximum taxation advantages from family trusts.

In the Webinar, Tax & Family Trusts, Allan Swan of Estate Planning Equation – Preventative Law, outlines the tax rules applicable to family trusts and rules that should be considered by advisors and lawyers when discussing Tax and Family Trusts with their clients.

In this Webinar, Allan will cover:

Family trust income tax regime

• Lack of capacity, non-residents & accumulation – trustee taxed
• Streaming of franked income & net capital gains
• Effective streaming of interest income via loan only trusts

Taxation of trust beneficiaries

• Trustee resolution – vested & indefeasible interest by end of financial year
• Beneficiary liable for tax on allocation, not payment
• Default beneficiary entitlements

Family trusts & CGT

• Absolute entitlement v present entitlement
• Small business CGT concessions, eg business premises
• Non-resident beneficiaries

Family trusts, land transfer duty & land tax

• Transfer of assets into trust
• Transfer of assets out of trust
• Amending terms of trusts – risk of resettlement
• Land tax – treatment of family trusts across Australia
• Vacant land tax

This Webinar is suitable for lawyers, accountants and other professional advisers and is pitched at an intermediate level. It assumes a basic understanding of Family Trusts.

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: Allan Swan
Estate Planning Equation – Preventative Law

Allan Swan works with private clients and their accountants, financial advisors and legal practitioners relating to the legal aspects of the many areas of Preventative Law.

Allan acts for a diverse range of clients assisting them to achieve their personal objectives in respect of the wealth they own or control. Allan&rsup;s particular focus is on working to pre-empt problems that may occur in the future, whether those problems might be family dispute, vulnerability, taxation or business risk.

Allan is accredited as a Trusts & Estate Practitioner with STEP & holds degrees in Law & Economics & a Diploma in Financial Services.