Year End Tax Planning


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Another year end approaches and the Commissioner is preparing to start a new series of changes to many of the tax structures we have used for decades. Trust distributions reimbursement agreements, alienating professional income, and changes to corporate beneficiaries all start on 1 July. Add to this some changes to super starting on 1 July, and cases like Carter affecting our trust distribution strategies… Year end 2022 and preparing for tax year 2023 will be a balancing act like no other year end, and in the session we will consider what we need to have front of mind this year as 30 June approaches.

Recorded on Friday, 3 June 2022.
Presented by Ken Mansell
1 CPD Hour