This event was pitched at the SME adviser, and provided help for accountants that are reviewing their client's trust deed including:
- the basics: Eligible beneficiaries, control of the trust, authorised transactions
- key clauses
- resettlements
- accumulate, pay and/or apply clauses and present entitlement
- issues arising from Tax Laws Amendment (2011 Measures No 5) Act 2011 including specific entitlement
- trustee resolutions
- key issue checklists.