Reimbursement agreements – Are your trust distributions caught?

$110.00

In this recording of our 2019 Adviser Training Day and SMSF Conference, CGW partner Fletch Heinemann discusses whether trust distributions to family members on low marginal rates and entities with losses are actually ‘reimbursement agreements’ under section 100A.

[Running time: 50 mins]

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Description

The ATO is looking at whether trust distributions to family members on low marginal rates and entities with losses are actually ‘reimbursement agreements’ under section 100A. Forgiving or assigning UPEs are red flags, and there is no amendment period! This session will look at the ATO’s recent guidance on reimbursement agreements so you can understand the main risk areas.

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