Trust or company? - making an informed choice

Trust or company? – making an informed choice

2 Dec 2026 11:00AM – 12:30PM AEDT

Companies

$195.00 +GST

Click here to contact us about group pricing

Unlock 25% savings – 2026 Special Topics Series

Get the complete 2026 Special Topics webinar series and enjoy a 25% saving when you purchase the full package.

Whether a trust is more appropriate than a company, or vice versa, for a client wishing to conduct a business or simply hold investments will depend on the client’s particular situation and needs.

The decision should consider not only the current situation but also the future when the activity grows and needs change.

Also relevant will be the client’s capacity to operate the structure, willingness to either learn about the legal obligations of, and technical compliance obligations associated with, using the entity or else pay for professional assistance in its operation.

To this end, we consider:

the main differences between a company and a trust regarding the taxation of its income and capital gains
the differences in the tax rules that apply to each for the purposes of recouping losses of prior years
the advantages of using a company as a beneficiary of a trust – this means that both a company and trust would be appropriate
the advantage of a discretionary trust holding the shares in a company that carries on a business
the differences in the rules applying to accessing profit or income of the entity
whether new business ‘partners’ can be easily admitted to the structure

This webinar will be presented by one of TaxBanter’s experienced tax trainers.

Can't attend all sessions live?

It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.

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.