Moving assets to and from a trust

Recorded 23 October 2025.

We cover the key tax issues that need to be considered when clients are thinking about undertaking transactions with a related trust. 

Recorded 23 October 2025

Trusts are a popular choice for holding assets, but transferring assets into or out of a trust? That’s where things get tricky.  
 
When clients are looking at what is the best structure to hold assets, there are a number of different structuring options that might be available, with many clients choosing a trust. However, the tax rules relating to trusts can be complex and there are a range of key issues that need to be considered. Ideally, these issues will be considered well before clients make a decision or take action. 

In this must-attend webinar, Michael Carruthers cuts through the complexity and breaks down the key tax issues that need to be considered when clients are thinking about changing the ownership of an asset. He will explore the advantages and disadvantages of holding assets in a trust and explore the specific issues that can arise when assets are transferred into a trust or extracted from a trust. 

Michael looks at common CGT issues that need to be considered when clients enter into transactions with related trusts, including specific CGT events that deal with situations like this.

Whether your client is moving business assets, investment properties or looking at asset protection options, you need to know how to do it right - or risk unintended tax consequences. 

Total 1.25 CPD Hours

Michael Carruthers

Tax Director, Knowledge Shop

Michael is an adviser, author, in demand presenter, mentor to Knowledge Shop’s technical team, and is well known for his capacity to translate highly technical information into tangible and useable advice for the profession. He has a knack for seeing through the complexity and helping advisers work through highly technical issues with certainty and accuracy.   

Michael works with advisers every day to help them negotiate and implement the constant tide of change impacting the industry. He was a long-term member of the advisory panel for the Board of Taxation and was a member of the reference group for the Board’s review of small business concessions.  

He was also an expert panel member for the Board’s review of tax impediments facing small business.