To Fix or Not to Fix
Discover the key differences between “fixed”, “non-fixed”, and “special” unit trusts and their impact on tax and land tax benefits. […]
Brooke Hansen, current as of: 22 February 2023.
The industry has been inundated with guidance regarding discretionary trusts, raising the question: what steps can be taken to mitigate risk for trustees and advisors? Fortunately, the answers were provided in our Keeping Trust in Trusts webinar, which is now available on-demand.
During the webinar, participants unlocked the key to confidently communicating trust-related issues to their clients, thanks to plain English explanations of TR 2022/4, PCG 2022/2, Owies, Guardian, BBlood, and more. They also learned about the power of Trust Evolve™, a comprehensive solution to help advisers deliver trust distributions with confidence.
To learn more about Trust Evolve™, please get in touch with us.
Discover the key differences between “fixed”, “non-fixed”, and “special” unit trusts and their impact on tax and land tax benefits. […]
With ongoing industry attention, discretionary trusts have been central to discussions on risk management for trustees and advisors. Watch our webinar to ensure you stay updated on recent shifts and gain the necessary tools to maximise trust outcomes for your clients. […]
From 1 February 2024, increased duty is payable for discretionary trusts, SMSFs and LRBAs in New South Wales. […]