Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
107668
Live Webinars

Live Webinar: Gaining from Your Trust Losses: Tax Strategies, Limitations and Compliance

A tax loss by a trust can be carried forward to be used as a claim against future taxable income derived by the trust. However, the claim isn’t automatic and the conditions to be met can be complex. This session explores the topic, including: The impact of a family trust electi
PRESENTED BY Andy Milidoni Partner - Johnson Winter & Slattery , Sydney

Date/Time

Monday 17 November 2025
Vic, NSW, ACT, Tas: 1:30pm to 2:30pm
Qld: 12:30pm to 1:30pm
SA: 1pm to 2pm
NT: 12pm to 1pm
WA: 10:30am to 11:30am

About the Webinar

A tax loss by a trust can be carried forward to be used as a claim against future taxable income derived by the trust. However, the claim isn’t automatic and the conditions to be met can be complex. This session explores the topic, including:

  • The impact of a family trust election on trust losses
  • Whether there are any similar restrictions on a trust claiming carried forward capital losses
  • How to apply the “income injection test”
  • The type of amounts included as “distributions” for the “pattern of distributions test” (TD 2017/20)
  • Using the ATO's guidance material (PCG 2016/16) to determine if a trust is a “fixed trust” when applying the trust loss provisions
  • Consequences for tax losses if applicable trust loss tests are failed
  • Practical examples

Presented By

Andy Milidoni
Partner, Johnson Winter & Slattery Sydney, NSW

Andy specialises in all aspects of taxation and revenue law, trust law and some aspects of superannuation law.  He routinely advises on trust matters including those arising from estate planning, wealth and business structuring.

Andy has acted for clients in respect of private ruling applications and their tax disputes with both the ATO and the State Revenue Offices in respect of income tax, GST, stamp duty, payroll tax and land tax matters.

Who Should Attend?

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

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Jason Hooker on (03) 8601 7709 or email: [email protected]

Go to top