The end of the financial year is fast approaching, prompting us to turn our minds to distributions from our family discretionary trusts.

This is an area that has evolved significantly over the last few years, and there is more to take into account than ever before.

So, where do we currently stand and what should we consider when planning trust distributions for the 2024 year ahead?

In this complimentary session designed for accountants, financial planners and other professional advisers, we will cover:

• factors in choosing and rejecting recipients of distributions
• limits on trustee discretion, and particularly whether trustees have to consult with beneficiaries about distributions and justify who they choose
• trust deed issues and what we should be looking for in trust deeds
• whether the 30 June cut off is a real thing
• what to include in trust resolutions and what to avoid.

We look forward to seeing you. 

LOCATIONS

Parramatta – 8 May 2024 – 12 pm to 2pm – Rydges Parramatta, 116-118 James Ruse Drive, Rosehill, NSW 2142

North Sydney – 9 May 2024 – 9 am to 11 am – Quest North Sydney, 223 Miller Street, North Sydney, NSW 2060

Sydney CBD – 9 May 2024 – 1 pm to 3 pm – The Grace Sydney, 77 York Street, Sydney, NSW 2000 

Please note each seminar provides the same content.