Fact sheets
- Unit trust overview
- Australian Taxation Office's 'Creation of a new trust - Statement of Principles August 2001'
Data collection / instruction sheets
- Instruction sheet - division 7A facility agreement
- Instruction sheet - debt/equity facility agreement
- Instruction sheet - service agreement
- Instruction sheet - hybrid unit trust
Online forms
Presentations
2012
- 28 February - PPSA webinar and powerpoint
2011
- 5 & 19 October - Trust structuring in the new world webinar and powerpoint
- 14 July - Taxation of trust income – case studies and your questions answered and powerpoint
- 16 June - Trust distributions after the Government’s quick fix legislation webinar and powerpoint
- 4 May - Confronting uncertainty in trust distributions and UPE issues - a practical guide video
- 4 May - Queensland land rich duty changes video
- 3 May - Personal Property Securities Act 2009 and powerpoint
- 13 April - Do family trust deeds require amendments webinar and powerpoint
- 7 April - Imminent changes to Queensland land rich duty - How will they affect you webinar and powerpoint
- 16 March - Unpaid present entitlements - Strategies and solutions for 2011 webinar and powerpoint
2010
- 8 December - Unpaid present entitlements - Your 2011 action plan webinar
- 10 November - Working with trusts - What advisers must know post Bamford webinar
- 21 October - Trusts update webinar
- 12 May - Tax, trusts and 2010 video
