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Trusts Year-End Planning: Will this year be different?

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Should year-end planning this year for family trusts be different?  Can trustees still distribute to children?  Are unpaid present entitlements permitted?  Should beneficiaries be informed of their current and/or proposed trust entitlements and be given an opportunity to accept or disclaim?  How will you take into account section 100A?

Join us at this complimentary in-person tax breakfast seminar, where Morris Maroon, tax expert of over 30 years, will lead you through the year-end planning for family trusts.

What will be covered?

  • Section 100A and reimbursement agreements – how should you deal with this;
  • Disclaimers of trust entitlements; and
  • Tips and traps on trust deeds and trust resolutions.

Who Should Attend?

This session is intended for accountants and professional advisers assisting clients with family trusts.

Join us for this informative session where you will discover valuable insights plus earn CPD points! Places will be limited so book early to avoid disappointment.

Event registration closed.

Event details

Date And Time

15 May 2024 @ 07:30 AM to 09:00 AM


Coleman Greig Boardrooms, Level 15, 32 Smith Street, Parramatta NSW 2150


Yasmeena Meguid on +61 2 9895 9277
Email Yasmeena



Sales Ended: 14 May 2024 10:00 AM

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