Brian Richards CTA, Subject Convenor
Helping SME clients manage wealth
An aging population, complicated family relationships, tax legislation and longer lifespans create a complex landscape for managing and distributing wealth. The Tax for Trusts subject arms you with the skills to understand the tax laws, evaluate the implications, compare strategies, and produce SME client advice on a range of trust issues. The preparation of distribution resolutions is also a focus which will assist you to effectively stream dividends.
Content in the subject includes 100A and Div7A ITAA1936 changes announced by the ATO in 2022, plus recent court decisions.
This subject is offered via distance learning using an online learning platform supported by pre–recorded webinars and email support from the Convenor, a subject matter expert.
Download the Information Pack to view the learning outcomes for each of the 7 modules within this subject.
ATL008 Tax for Trusts gives you the skills to advise clients on a range of strategies and is an essential for any practitioner wanting to work for SMEs.
Who is this for?
Entry requirements
Learning outcomes
On completion of ATL008 Tax for Trusts you will be able to;
Modules
Assessment structure
Please note that all assessment tasks must be passed in order to complete the subject.
Distance learning
A flexible learning approach using an online learning platform supported by pre-recorded webinars and email support with a subject matter expert.
Assessment Only study
Assessment Only study allows candidates to accelerate their studies by progressing directly to the assessments for the subject based on prior study, qualifications and experience. Candidates will only receive access to past exam papers and online checkpoint tests prior to the exam.
Resources made available to a candidate (excluding assessment-only study) are:
Recognition of prior learning (RPL)
RPL is a process for providing candidates credit for learning or qualifications completed before your enrolment with The Tax Institute Higher Education.
To apply for RPL (fee $200), please complete the RPL form. Evidence of your qualifications will need to be provided with this application.
Please view our current timetable.
ATL008 Tax for Trusts
Standard ATL subject enrolment fee $1,995. Early bird discount $100.
Standard ATL subject enrolment fee is GST exempt.
Standard prices are valid until 11 August 2025.
The early bird discount applies per subject if enrolling before the early bird close date (except for assessment only study mode and CTA1 Foundations Intensive SP1 and SP2).
All Tax Institute Higher Education candidates are eligible to receive Education Membership of The Tax Institute for $220 (saving $365) upon enrolment until 30 June in the subsequent calendar year. Member fees attract GST and price quoted is inclusive of GST.
Please refer to the Candidate Care Guide where you'll find information on our policies.
Brian Richards CTA, Subject Convenor