Course description
Presented by Megan Saksida, this short webinar will delve into the intricacies of the tax pool essential for maintaining discretionary trusts.
Exploring its composition, rationale, and operational mechanisms, the webinar offers a comprehensive understanding of the tax pool dynamics.
If you seek clarity on the who, how, and what of managing tax pools, this webinar is tailored for you.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This short webinar will delve into the intricacies of the tax pool essential for maintaining discretionary trusts.
Exploring its composition, rationale, and operational mechanisms, the webinar offers a comprehensive understanding of the tax pool dynamics.
If you seek clarity on the who, how, and what of managing tax pools, this webinar is tailored for you.
What You Will Learn
This webinar will cover the following:
- The operation of the trust-to-beneficiary system
- The concept of the tax pool and its significance
- The necessity of maintaining the tax pool
- Identifying the responsible party for managing the tax pool
- Whether tax on trust management expenses contributes to the tax pool
- Whether the tax pool charge is incorporated into payments on account
- Illustrative examples incorporating updated tax rates for the year 2024
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...