#5 – Failed Trust Distributions

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This is a podcast of the webinar ‘Failed trust distributions’ held on 20 May 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless.

As another 30 June approaches, this presentation methodically addresses all of the key scenarios that may see purported distributions fail, including:

  • understanding the way in which beneficiaries are defined;
  • notional settlor implications;
  • trust to trust distributions and perpetuity rules; and
  • implications of failed distributions.
Dyan Burgess

Dyan Burgess

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