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Moving assets to and from a trust

Recorded live 23 Oct 2025
Income & deductions

$190.91 +GST

Audience

This training is recommended  

  • Accountants working in public practice 
  • All practitioners working with tax 
Audience

Learning outcomes

On completion, participants will be able to: 

  • Identify the pros and cons of holding assets in a trust structure 
  • Identify specific CGT events that can be triggered when moving assets into a trust 
  • Identify specific CGT events that can be triggered when extracting assets from a trust 
  • Explain the key CGT issues that need to be considered when assets are moved into a trust or transferred out of a trust 
  • Identify and explain the tax concessions that might apply 
Learning outcomes

Relevancy

This webinar was presented live 23/10/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 1.25 CPD hours
CPD hours

Trusts are a popular choice for holding assets, but transferring assets into or out of a trust? That’s where things get tricky.

When clients are looking at what is the best structure to hold assets, there are a number of different structuring options that might be available, with many clients choosing a trust. However, the tax rules relating to trusts can be complex and there are a range of key issues that need to be considered. Ideally, these issues will be considered well before clients make a decision or take action. 

In this must-attend webinar, Michael Carruthers cuts through the complexity and breaks down the key tax issues that need to be considered when clients are thinking about changing the ownership of an asset. He will explore the advantages and disadvantages of holding assets in a trust and explore the specific issues that can arise when assets are transferred into a trust or extracted from a trust. 

Michael looks at common CGT issues that need to be considered when clients enter into transactions with related trusts, including specific CGT events that deal with situations like this.

Whether your client is moving business assets, investment properties or looking at asset protection options, you need to know how to do it right – or risk unintended tax consequences.

Registration includes:

  • 1.25 hour on-demand event
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • 3 months access to [Q&A embedded] webinar recording / Recording and materials available to access for 3 months after purchasing the event 
  • Reference guides, slides and case studies 
Michael Carruthers round

Presented by

Michael Carruthers
Tax Director
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.