Year-end case studies for trusts & small businesses

About this series

Join our year-end web series for practical case studies and lively discussions on the tax challenges small businesses may face for the year ending 30 June 2024.

Part I: Avoiding trouble with trust distributions

In part 1 of our series, we’ll cover two practical case studies on the small business tax issues that may be encountered by a family trust in the lead up to 30 June 2024. We’ll particularly focus on income distributions, UPEs, Section 100A and recent ATO guidance on these matters.

Part II: Getting year-end income and deductions right

During part 2 of our series, we’ll explore three practical case studies on key tax issues for small businesses leading up to 30 June 2024. Topics include the new energy incentive, instant asset write-off, personal services income, and real property disposals.


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Single price: $270 (Incl. GST)

All delegates must be registered to be able to participate in training and to receive qualifying CPD hours.

Series registrations

$270 (save 10%)

Group registrations

email us at sales@taxbanter.com.au or call 0413 955 686

Get the series

Includes both webinars, save 10%

Register for Part I only

Weds, 19 June 2024

Register for Part II only

Weds, 26 June 2024

Your presenters

Sheoni Dunlop

CA, BBus (Acc)

Senior Trainer (Tax); Senior Tax Writer

Sheoni started her career in a big four accounting firm, where she developed her skills

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George Housakos

B.Ecom, FIPA

Senior Trainer (Tax)

George has over 25 years in the tax profession, including 20 years at the Australian

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