Navigating the Annual Trust Tax Traps: Clearing the Key Hurdles

This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in
this area and looking to improve their knowledge.
CPD Certificate
Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. This
webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance
obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD
requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a
particular product is appropriate for your CPD requirements. Navigating the
Annual Trust Tax
Traps: Clearing the
Key Hurdles Date/Time: Monday 22 September 2025
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm
SA & NT: 1.00pm to 2.00pm
WA: 11.30am to 12.30pm About the Webinar
Managing the annual tax compliance obligations of a discretionary trust can feel like an obstacle course, with potential pitfalls at every
turn. From trust deed reviews to the latest ATO scrutiny, tax practitioners must stay ahead to avoid costly missteps. This session breaks
down the key hurdles and provides practical strategies to navigate them, including:
A review of the trust deed for clauses that can cause you to trip up, including:the definition of income
when beneficiaries include non-residents
Tax consequences if the trust deed can’t be located and steps to take to minimise the damage
Risks with failing to give “real and genuine consideration” when applying discretion to the annual distribution of trust income
Navigating:section 100A
the impact of Bendel’s case on UPEs to companies and why understanding Subdiv. EA ITAA 1936 is recommended
the claiming of trust losses
Family trust elections and interposed entity election pitfalls occurring in practice
The ATO's views on Part IVA and the application when a discretionary trust is involved
The application and implications of Sec. 99A applying if any hurdles are knocked down
A review of the various amendment time limits specific to trust issues Presented By
Darius Hii
Director, Chartered Tax Adviser, Chat Legal Brisbane, QLD
Darius is a tax and estate planning lawyer, who works alongside private clients and advisors to provide comprehensive structuring advice. The
core of his work revolves around planning today for a headache free tomorrow and relates to personal and business succession planning.
This often involves preparing holistic estate plans and ensuring they are structured to complement a client's succession planning and asset
protection intentions, as well as implementing tax effective business succession and restructuring strategies.
He has developed a deep interest in trusts and taxation which complements his area of practice.
He founded Chat Legal Pty Ltd to provide legal services to busy individuals and families outside office hours and at a location convenient to
them.