INVITATION
Year-end trust distributions – are you prepared for the ATO’s scrutiny?
As the end of the financial year approaches, trustees face the important task of deciding how to allocate the trust’s net income by 30 June. This decision isn't just about numbers; it involves understanding each beneficiary's unique situation and ensuring the distribution process is practical and compliant with legislation.
But beware, distributing income incorrectly can lead to serious tax consequences for both the trustee and the advising tax professional. The Commissioner has clear views on what constitutes an acceptable distribution.
Join our seminar to gain insights on:
- Guidance on section 100A reimbursement agreements and Division 7A treatment of corporate beneficiary entitlements
- What trust distributions the Commissioner deems acceptable and unacceptable
- Best practices for making trust distributions to family members
- Managing trust distributions to family companies
- Assessing the risks associated with different types of distributions
- Essential steps for year-end tax planning by 30 June
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Breakfast seminar details
Seminars will be held in Casula, Penrith, Chatswood and Sydney CBD with dates and registration details listed below.
Time: 7.45am for 8.00am start. Concluding at 9.30am.
Breakfast will be provided at all venues.
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Dates and locations
Chatswood
Monday, 26 May 2025
SOI Meeting / training and conference rooms (opposite the RSL)
Ground Floor, 465 Victoria Avenue,
Chatswood
Sydney
Wednesday, 28 May 2025
Pitcher Partners
Level 16, Tower 2 Darling Park,
201 Sussex Street, Sydney
Casula
Thursday, 29 May 2025
Hunts Hotel Liverpool
2415 Camden Valley Way,
Casula
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Event details
Cost: Member: $50 Non-member: $70
Following registration for the event, you will receive a confirmation email with a link to the secure Pitcher Partners Payment Portal.
Please register for additional people using the "Additional Attendees" field in the registration form. If you’re a CPN member, the member’s discount is extendable to your colleagues.
Help us expand the Critical Point Network (CPN)! We are excited to offer you a special opportunity: if you bring a non-CPN member from outside your firm to the seminar, both of you can attend for free. Please make sure to nominate them in your registration form.
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Have a question about the event? Contact us via the below button.
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Lawrence Dujmovic
Client Director, Tax Advisory
p +61 2 9228 2246
e lawrence.dujmovic@pitcher.com.au
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John Kelly
Business Development Manager,
Critical Point Network
p +61 2 8236 7707
e john.kelly@pitcher.com.au
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Critical Point Network is a business of PPNSW Services Pty Limited. ABN 13608418828 operated under licence. Critical Point® and Critical Point Network® are registered trade marks of Pitcher Partners Advisors Pty Ltd and are used by PPNSW Services Pty Ltd in Sydney Practice under licence. Pitcher Partners is an association of independent firms. Liability limited by a scheme approved under Professional Standards Legislation. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. |
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