求确认：Trust Distribution:是6月30日之前一定要写出distribution minutes，而不是6月30日之前一定要把钱分出去吧？

Poweregg

如题

我的会计告诉我，6月30日之前要把所有taxable income分出去，或者转到个人名下或者beneficiary 公司名下
偶觉得没这么扯蛋吧，6月30日连taxable income都算不出来，怎么转啊

看了一下ATO网站，好象是只要写出Distribution Minutes就行了，这个感觉比较靠谱，因为minutes就算不知道taxable income，还是可以写的
例如
受益人A：34k
受益人B：34k
受益人C：所有剩下部分的taxable income

熟悉trust的accountant们帮忙确认一下，是不是只要把minutes弄出来，不需要实际转账吧

佳音妈

要有RESOLUTON(可以是MINUTES), 不需要实际转账。

Poweregg

原帖由 佳音妈 于 8/6/2012 09:14 发表
要有RESOLUTON(可以是MINUTES), 不需要实际转账。

thx
严重担忧我现在accountant对trust的

lee2267

原帖由 佳音妈 于 2012-6-8 09:14 发表
要有RESOLUTON(可以是MINUTES), 不需要实际转账。

yes..correct..

Minutes will refer estimate trust income and % allocate income to benaficiaries..

实际转账?? no way la ..Detail example can be found in CPA webside: http://www.cpaaustralia.com.au/c ... tion-fact-sheet.pdf

or see attachment

in the last 12 month.. G Sister and ato propsed around 245 tax amendments. lots of accountants are not able to update their informaiton..

[ 本帖最后由 lee2267 于 2012-6-8 12:50 编辑 ]

佳音妈

你们FIRM如何处理这个事情啊？

lee2267

on 31 May 2012... we stopped all jobs.... review all trusts.. add all Minutes..admin  send out > 300 envelopes

佳音妈

HOW DO YOU PROPORTION PROFIT SPECIALLY FOR INVESTMENT TRUST, YOU JUST DONT KNOW.

ACCORDING TO LAST YEAR?

LENNY_DONG

原帖由 佳音妈 于 2012-6-8 13:25 发表
HOW DO YOU PROPORTION PROFIT SPECIALLY FOR INVESTMENT TRUST, YOU JUST DONT KNOW.

ACCORDING TO LAST YEAR?

ESTIMATED

ATO CRAP!!

lee2267

原帖由 STS-TAX 于 2012-6-8 14:23 发表

ESTIMATED

ATO CRAP!!

ATO DO CRAP if they asked for min in this JULY-AUG

One day job for more than 300 Trusts....All Estimation...

TAXACCOUNTANT

Resolution minutes are required before 30 June 2012, maybe sure your check requirement of your trust deed.
physical transfer of exact distribution is almost impossible for every trust on/before 30 June 2012

qzard

暂时没有遇到过ato来查 有没有back dated documents。只是听说过

貔貅

貌似和lz用同一个acc

lqyhannah

你的会计纯属误导，6月30号怎么能知道具体的分配额度呢，我们公司最近也在做，paperwork 太多了 恶心死了......

lazysnail

我也是做基金财务的 钱是6月30号以后给 distribution 在6月30号前算好 但看你介绍好像是family trust 我做基金还是有点不一样

茄菲

前几天不是有个贴子，已经很清楚的说明了这个结果么？

茄菲

嘿嘿，原来上面的人都说了。我只是进来骗分的。

Poweregg

原帖由 茄菲 于 9/6/2012 09:48 发表
前几天不是有个贴子，已经很清楚的说明了这个结果么？

link？

茄菲

http://www.ato.gov.au/businesses ... ontent/00320345.htm

能多给点分不? 我太穷了。对不起足迹上的平均积分。

Poweregg

原帖由 茄菲 于 9/6/2012 14:17 发表
http://www.ato.gov.au/businesses ... ontent/00320345.htm

能多给点分不? 我太穷了。对不起足迹上的平均积分。

thx

很好奇你的分都去哪了？

茄菲

http://www.oursteps.com.au/bbs/viewthread.php?tid=360374
看看這個就知道了，我以前真的很傻很天真。

JohnnySu

The money does not have to be physically paid but the trust resolution does need to be made before 30.6.
The ATO has annouced this will be the area of focus this year so you should make sure it is done right. The resolutions can be drafted on a %basis or using caps e.g. 1st $416 to the kid, the next 50k to the wife, the rest to company A .etc   By law a valid resolution does not have to be on paper however a paper record is the best form of evidence in the case of a disbute.

xinxin119

estimate % only.

Poweregg

原帖由 xinxin119 于 15/6/2012 22:29 发表
estimate % only.

Alternatively, if you know that the income of the trust will be at least a certain amount, you may choose to make one or more beneficiaries presently entitled to the certain amount, and other beneficiaries entitled to the balance - whatever that turns out to be.