Family trust distribution tax issues often arise where trust distributions do not align with Family Trust Election rules or beneficiary entitlements. Understanding how these rules apply can help manage tax exposure and reduce the risk of unexpected liabilities.
We Understand What You Are Going Through
Family trust distributions are often made as part of routine annual administration, particularly where trusts are used for business or investment purposes. In many cases, arrangements may have been in place for years without issue.
You may now be concerned about whether past or current distributions comply with Family Trust Election rules, beneficiary definitions, or ATO guidance. Increased scrutiny around trust distributions has made these issues more visible and, for some, unexpectedly serious.
We understand how unsettling these matters can feel. We help trustees and beneficiaries work through family trust distribution tax issues in a structured and practical way, so risks are identified, addressed, and managed appropriately.
Our Services Include
- Advising on the operation and implications of Family Trust Elections
- Reviewing trust distribution practices for compliance with distribution tax rules
- Advising on tax risks arising from distributions to beneficiaries or related parties
- Supporting responses to ATO reviews, audits, and disclosure programs
- Advising on section 100A and reimbursement agreement risks
- Assisting with rectification strategies for historic trust distribution issues
Approach
We Understand What You Are Going Through
Family trust distributions are often made as part of routine annual administration, particularly where trusts are used for business or investment purposes. In many cases, arrangements may have been in place for years without issue.
You may now be concerned about whether past or current distributions comply with Family Trust Election rules, beneficiary definitions, or ATO guidance. Increased scrutiny around trust distributions has made these issues more visible and, for some, unexpectedly serious.
We understand how unsettling these matters can feel. We help trustees and beneficiaries work through family trust distribution tax issues in a structured and practical way, so risks are identified, addressed, and managed appropriately.
Our Services Include
- Advising on the operation and implications of Family Trust Elections
- Reviewing trust distribution practices for compliance with distribution tax rules
- Advising on tax risks arising from distributions to beneficiaries or related parties
- Supporting responses to ATO reviews, audits, and disclosure programs
- Advising on section 100A and reimbursement agreement risks
- Assisting with rectification strategies for historic trust distribution issues