4 - 5 June 2026 | Online | 8 CPD hours
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 topical discussions about the latest developments as well as key conversations about essentials for all practitioners advising on trusts.
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
Super early bird registration
$ 795 - Member
$ 1,190 - Event & new membership bundle
$ 1,095 - Non member
Session 1: FTEs to Franking – The tricky terrain of Discretionary Trusts
Speaker: Natalie Cameron, CTA, Elda Legal
Session 2: Lost in trust losses – FTE jitters and the “Schedule 2F” tripwires
Speaker: Matthew McKee, FTI, Brown Wright Stein
Session 3: Trusts under pressure – Div 7A UPE traps, EA pitfalls & the sleeper risks
Speaker: Tracey Dunn, EY
Session 4: The trust distribution playbook – A practical case study
Speaker: Mark West, CTA, West Garbutt
Session 5: Where the trust really becomes the determining factor of a tax outcome
Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers
Session 6: Intergenerational wealth transfers through trusts
Speakers: Stephanie Smith, Birchstone Legal, Daniel Taborsky, CTA, Birchstone Legal
Session 7: Trust integrity
Speaker: Dr Philip Bender, CTA, Victorian Bar
Session 8: Income tax and trusts - Pratitioner insights
Speaker: Sonia Mascolo, CTA, Bentleys, Further panelists to be announced
Contact our partnerships team to find out more about becoming a sponsor.
