6-7 June 2024 | Online
Focusing on current topical and important issues, the Trusts Intensive is an in-depth exploration of this complex area of tax.
The two-day program covers all the issues practitioners need to be aware of when advising their clients including the latest on trust variations, restructures and rollovers, investment trusts, a deep dive down the 99B rabbit hole, plus more.
Held over two days, our online format offers you the flexibility to watch the event live or at your own pace via our virtual attendee platform.
Delivered by subject matter experts, your participation in this Intensive will help you unpack all of the latest changes in this constantly shifting area of tax.
Event Details
Standard registration
$ 1,250 (Member)
$ 1,250 (New Member*)
$ 1,550 (Non Member)
Proudly sponsored by
Session 1: Distributions and flow
Speaker: Warren Smith, CTA, Brentnalls NSW
Session 2: Division 7A – How well do you think you know the provisions?
Speaker: Alexis Kokkinos, ATI, Pitcher Partners
Session 3: Trusts and tax integrity provisions
Speaker: Mark West, CTA, West Garbutt
Session 4: Down the s99B rabbit hole
Speakers: Kaitilin Lowdon, Sladen Legal, Neil Brydges, Sladen Legal
Session 5: Trust variations
Speaker: Dr Philip Bender, ATI, Victorian Bar
Session 6: Restructures and rollovers
Speaker: Sally Preston, CTA, Smart Solutions Tax & Business Advisory
Session 7: State Taxes (duties) and Trusts – State of play
Speaker: Rachel O’Donnell, CTA, O’Donnell Tax Law
Session 8: Investment Trusts for investors
Speaker: Andrew Sharp, Alvarez & Marsal
Contact our partnerships team to find out more about becoming a sponsor.
