How to distribute from a profit trust to a loss trust in a tax efficient manner

'How To' Tuesdays

In around 30 mins per session (ish), we tackle the common problem areas, demonstrate exactly how to approach the issue, and how to get a resolution.

Each ‘How To’ Tuesday session is designed to do exactly that – show you and your team how to deal with a specific technical issue efficiently and accurately.

In around 30 mins per session (ish), we tackle the common problem areas, demonstrate exactly how to approach the issue, and how to get a resolution.

It’s training that gives you that ‘aha’ moment.

Investment

Just you
AU $80 per person (Members)
AU $95 per person

Team (up to 10)
AU $200 per team (Members)
AU $250 per team

Save 20% when you package all 10 'How to' Tuesdays

10 sessions series package

AU $640 per person (Members)
AU $760 per person

AU $1,600 per team (Members)
AU $2,000 per team

To register for the team discount, if you do not already have an account, please create an account and login.

Time

12:30pm - 1:00pm AEST (NSW, QLD, VIC, TAS, ACT)
12:00pm (SA, NT)
10:30am (WA)

What we cover

How to distribute from a profit trust to a loss trust in a tax efficient manner

Using family trust elections and interposed entity elections, applying the trust loss rules, ATO guidance on section 100A and the impact of deriving PSI.

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.