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Year-end tax planning series – distributions & dividends (Part 1)

14 May 2026 12:00PM – 1:15PM AEST
Trusts

$215.00 +GST

Audience

This training is recommended for all working with tax.

Audience

Learning outcomes

What we cover 

  • What needs to be done by 30 June to ensure trust distributions are tax effective 
  • Areas that will come under ATO scrutiny this year 
  • The documentation that must be in place (and when) 
  • The simple but common mistakes that clients and practitioners make and how to avoid them 
  • Navigating the specific integrity rules that can apply to trust distributions 
  • How to ensure arrangements fall within the low-risk green zone for section 100A 
Learning outcomes

Relevancy

This webinar will be presented live 14/05/2026.

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

This webinar is part of our two-part Year-end tax planning series – distributions & dividends bundle.

Trust distributions 

The ATO has made it clear that trust distribution arrangements are under scrutiny and trustees and their advisers must grapple with a range of evolving trust compliance issues.  

It is vital to ensure that trust distributions are tax-effective and that you are not placing clients at risk. As the rules and ATO guidance in this area continue to evolve practitioners need to ensure that they keep up to date with all the latest developments. 

This webinar looks at the steps that must be taken to ensure clients stay out of trouble. As we have seen recently, what was acceptable in previous years, may not be acceptable now.  

Registration includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 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 the event 
  • Reference guide and slides 
Michael Carruthers round

Presented by

Michael Carruthers
Tax Director
Knowledge Shop

This webinar is presented by our partners at Knowledge Shop.

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.