Recorded Webinar: Next Exit: Trusts? Advising on Trust Restructures


17 October 2019
Duration:  approx. 1 hour

You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions.

As the Division 7A reforms move closer to fruition and the ATO take a more aggressive approach on trusts, more taxpayers are considering the value of exiting trust structures. This session examines the tax issues that advisers need to consider when advising on trust restructures, including:

  • Options for restructuring – what are the issues to consider?

  • Which rollovers are available?

    • Division 122-A (trust to wholly owned company)

    • Division 124-N (trust to company)

    • Division 328-G (small business restructure)

    • Can Part IVA apply if several rollovers are used sequentially to get to desired structure?

  • When is duty relief available for rolling assets out of a trust?

    • Corporate reconstruction relief

Recorded Webinars,Taxation,Recorded Webinar: Next Exit: Trusts? Advising on Trust Restructures

Andrea Carrick, Director, AG Tax Lawyers, Melbourne

Andrea has over 12 years’ experience advising SMEs and high net worth individuals in all areas of taxation including income tax, CGT, GST and state taxation matters. She advises both corporate and private family businesses across a wide range of industries, focusing on complex business restructuring, commercial transactions and estate and succession planning. Prior to commencing with AG Tax Lawyers, Andrea was a Senior Associate in the Taxation Practice of a top mid-tier law firm for over 5 years and has a wealth of experience liaising in and negotiating with the ATO and Revenue Offices on behalf of clients in relation to audits and investigations, objections and private ruling applications. 

Andrea has a keen focus on superannuation, particularly in respect of Self-Managed Superannuation Funds. She has extensive experience advising SMSFs in regulatory and compliance matters and maximising opportunities for clients with the intersection of the Small Business CGT Concessions and superannuation. Andrea recognises the value of practical advice and is passionate about making these complex areas of tax and superannuation user friendly and accessible to clients.  

Andrea has presented for the Television Education Network, Tax Institute and Legalwise Seminars. 


This webinar is suitable for accountants and lawyers practising in taxation – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

© Television Education Network Pty Ltd 2020

Product Code: WBDOCT19
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.