Trusts are peculiar beasts when it comes to double tax agreements. Are they covered by the agreement? What income is protected? What about distributions? What credits can be claimed? By who?

In this course, we look at a variety of trust situations and double tax agreement implications, using real examples to illustrate where uncertainty can arise and how to overcome this.

Upon satisfactory completion of this activity you will be able to:

• Apply double tax agreements to your trust situations
• Have upfront conversations with trustees, settlors and beneficiaries about the impact of double tax agreements and the decisions they may need to make

Total CPD Hours: 1.25 (1 Hour + 15 min. Q&A)

Suited to:

• Lawyers looking at establishing trusts for their clients where one or more parties are overseas.
• Accountants administering trusts and assisting trustees with decisions around investments, distributions and tax compliance.
• Professional trustees where the settlor, beneficiary and / or co-trustees are located overseas, or considering offshore investments.

PRESENTER

Richard Muth, Senior Manager – Tax Advisory, Findex/Crowe

Richard Muth is an experienced taxation practitioner at Findex / Crowe having more than 10 years of experience with clients ranging from large multinational groups,
Australasian groups, New Zealand based SMEs along with high net worth individuals.