Single Product

September 2017: Tips and Traps in Using Trusts

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Presented by Sean Pearce, this 90 minute MKT Tax Session took place in September 2017.

In this session, Sean will discuss the recent developments, current tax issues and practical tips in using discretionary trusts, including:

  • Distinguishing between trust income and net income for tax purposes;
  • Streaming different classes of income and making effective Trustee resolutions;
  • Dealing with UPEs owing to corporate beneficiaries;
  • Trust resettlements; and
  • Trust Splitting and cloning.
This download contains the following files:
  • The Webinar file (MP4)
  • The Powerpoint presentation (Microsoft Office 2010)
  • The Notes for the case study (PDF)
  • Solutions for the case study (PDF)