The ATO has released its final position on how it will apply some integrity rules dealing with trust distributions - changing the goal posts for trusts distributing to adult children, corporate beneficiaries, and entities with losses. As…
https://www.optimisedaccounting.com.au/wp-content/uploads/2023/03/InstaTrust.png11941207adminhttps://www.optimisedaccounting.com.au/wp-content/uploads/2017/08/OA-website-logo.pngadmin2023-04-11 07:00:062024-02-13 11:47:14Risky trust distribution loopholes plugged
Shaun Farrugia was invited back onto the podcast 'Financial Autonomy' recently, and the episode is now available to listen to.
Shaun and Paul Benson talked about family trusts for 40 minutes, and it's worth a listen!
They talked about…
https://www.optimisedaccounting.com.au/wp-content/uploads/2022/09/podcast-thumb_4a315d83.jpg960960adminhttps://www.optimisedaccounting.com.au/wp-content/uploads/2017/08/OA-website-logo.pngadmin2022-09-09 09:06:232023-06-05 09:33:35Shaun talks about family trusts
Late last month, the Australian Taxation Office (ATO) released a package of new guidance material that directly targets how trusts distribute income. Many family groups will pay higher taxes (now and potentially retrospectively) as a result…
https://www.optimisedaccounting.com.au/wp-content/uploads/2022/03/2Artboard-1-copy-62.png800800adminhttps://www.optimisedaccounting.com.au/wp-content/uploads/2017/08/OA-website-logo.pngadmin2022-03-15 14:06:252023-06-06 09:13:27Trusts and Trust Distribution changes in 2022
Shaun Farrugia (Optimised's founder), recently sat down with Paul Benson from Financial Autonomy (who is also our trusted Financial Planner).
They talked about all things Trusts, including:
The dummies guide to what exactly a Trust is
https://www.optimisedaccounting.com.au/wp-content/uploads/2018/01/barrett-ward-451723.jpg13061920adminhttps://www.optimisedaccounting.com.au/wp-content/uploads/2017/08/OA-website-logo.pngadmin2018-01-11 08:00:392021-12-22 11:08:09Shaun talks about Trusts: Podcast
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