10 August 2012
Perth Concert Hall
5 St Georges Terrace
This session will take a practical look at the key issues facing practitioners dealing with closely held trusts, in particular discretionary trusts, and ensure you're taking full advantage of the planning opportunities available. It will review key developments including streaming of capital gains and franked dividends and practical ways of dealing with unpaid present entitlements.
Participants will be guided through a series of real-life examples and case studies illustrating how recent developments impact upon the establishment, operation and administration of closely held trusts.
Speakers: Ron Jorgensen, Jeremy Weeks
The Tax Institute
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08 9322 2004