COURSE COMMENCES: Monday 10 February 2020 at 9:00am
COURSE CLOSES: Monday 2 March 2020 at 11:59pm
What is the course?
Many trust structures, including fixed, discretionary and unit trusts have become prevalent in Australia’s economic and business landscape. While trusts can provide numerous benefits from a tax and asset protection perspective, they continue to be a source of significant complexity, particularly in relation to the drafting, interpretation and implementation of trust documents, such as the trust deed. In this course you will learn the essentials of trust structures and the various key roles, provisions and practical considerations that apply when drafting or dealing with trusts. This course concludes with you being able to identify key provisions within a trust deed and their practical implications after viewing a mock client problem.
A unique course delivery
The unique structure of this course includes a mixture of short video presentations and practical exercises to help test your learnings in real time. It has been structured so that its content is broken up into bite sized sections with the flexibility of starting and stopping each section at your leisure. You will also have the ability to conduct the course on your PC, phone or any of your devices – perfect for those public transport trips.
Identification of trust types: overview of the key elements of a trust and different types of trust structures.
Identification of trust deed provisions: what are the key provisions, powers and duties within a trust deed?
Role of the trustee, appointor, guardian and/or settlor in a trust.
Beneficiaries of a discretionary trust: who should and should not be an eligible object of the trust and dealing with excluded beneficiaries.
Particular issues that apply to fixed trusts: case law and ATO guidance.
How to make variations to a trust deed.
Who Should attend?
Designed as an introductory course into the essentials of a trust structure, this course is best suited toward:
Those with a general interest in learning more about tax and trust structuring.
Equivalent to 6 CPD hours
$655* per individual
$435* per person when registering 3 or 4 people
$380* per person when registering 5 - 9 people
$325* per person when registering 10 people
Please contact us if you’d like to register more than 10 people or you would like to run a co-branded course developed and delivered specifically for your business.
* all prices are inclusive of GST