Aside from the usual year-end planning issues, this presentation highlights the things you need to add to your list in the light of recent changes to the law including:
- new streaming issues and rules around CGT
- things to do before 30 June and post-Budget
- trust distributions: streaming dividends and capital gains
- closely held trust issues and compliance at year-end: family trust elections, withholding tax
- estate matters: capital vs income and life tenants.