Home' acuity : Acuity Aug 14 Contents A selection of products from our exclusive Member Advantages range.
Discretionary trusts and private
companies are usually integral to the tax
and nancial structures of SMEs and private
clients. This means having to calculate trust
distributions, unpaid trust distributions,
sub-interest payments, and Division 7A
minimum yearly repayments, as well as
navigate through the Division 7A and sub
trust agreements, which can be tricky.
Thomson Reuters' suite of trusts and Division
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Australian Trusts Tax Handbook 2014-15
Current to 30 June 2014, the Australian
Trusts Tax Handbook 2014-15 is a practical
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tax provisions and concepts into the one
Annual Trust Distributions Work ow
The Calculator, a key tool within the
Work ow, assists you with:
• Determining the type and amount of
distributions to be allocated to various types
of bene ciaries
• Calculating the taxable income and tax
payable for each bene ciary based on
• Tax planning by making sure the most
optimal amounts or types of distributions
are made to bene ciaries.
Division 7A Work ow Solution
• Provides an easy to follow nine step process
identifying risks and solutions
• Covers the entire risk area and includes
• Provides comprehensive electronic
calculators including a minimum yearly
repayment calculator and an unpaid trust
• Provides pro forma documentation such as
Loan Agreements, Sub Trust Agreements,
relevant resolutions, and letters to clients.
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Comparison rate calculated for a secured loan on a loan
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Information correct as at 3 July 2014 and is subject to change
Bene ts such as home loan discounts and fee waivers
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Taxation of trusts -- a common but complex topic
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acuity | AUGUST
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