View Legal webinar – Family Trust Deeds: What All Advisers must know (15 June 2023)

The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed.

Invariably the any adviser assisting the trust will be implicated in any alleged breach.

This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including:

  • Definitions of income and capital
  • Understanding the key beneficiary classes
  • Family Trust Elections and Interposed Entity Elections
  • Vesting and perpetuity issues
  • Valid exercise of variation powers


Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

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Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)

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