This webinar is aimed at accountants and financial planners with an interest in taxation relevant to Trusts & Property.

Hear the Harwood Andrews team provide an update on the following topics:

Land Tax and Duty – A summary of the changes
- Alasdair Woodford, Principal

Plenty changed in the state taxes space in 2024, and we will discuss changes to:

• Vacant Residential Land Tax, including the Holiday Home Exemption

• Commercial Industrial Property Tax

• Foreign Surcharges

• Short Stay Levy
  

Bendel – UPEs and Division 7A
- Rob Warnock and Kaitilin Lowdon, Principal Lawyers

The very recent Full Federal Court decision in Bendel held that the Commissioner’s application of Division 7A to UPEs was not legally correct. In this webinar we will discuss:

• How we got to the current position

• What happened in Bendel

• What does the decision mean in practice

• What are its implications on existing UPEs

• What do we now need to consider for 2025 and future trust distributions