Trusts & Tax - Avoiding Costly Mistakes – Leo Cussen Centre for Law

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Trusts & Tax - Avoiding Costly Mistakes

Trusts & Tax - Avoiding Costly Mistakes

$99.00
$99.00
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Tax included.

Family trusts are a common and often misunderstood feature of property settlements. Their tax consequences can materially affect both the structure and ultimate value of a settlement. This session provides a practical overview of the key tax issues family lawyers must recognise when advising clients with trust interests and the due-diligence steps necessary to avoid costly mistakes. 

Key topics focus of this session includes: 

  • Different types of family trusts. 
  • Rollover relief and when it may apply in trust‑related restructures. 
  • Obtain and review the trust deed, including all variations. 
  • CGT implications arising from trust distributions, restructures and asset transfers. 
  • Stamp duty considerations in trust variations and property transfers. 
  • Common trust‑related tax triggers and how to identify them early. 

What is included:

Videos of the presentation in mp4 format.

Paper materials in pdf format.

* This Webcast does not allow WA practitioners to claim CPD points