How many discretionary trusts are you involved with? Discretionary trusts are one of the most commonly used investment and trading structures and have been for some time.
It has always been important to read the deed of a discretionary trust and consider whether it gives sufficient tax planning flexibility and is consistent with the overall estate plan of the controllers.
However, there have also been some recent legislative changes that impact the way that discretionary trusts should be established and managed, for example, the new(ish) foreign surcharge regimes around Australia.
We are finding some of these issues are being missed, resulting in tax and duty liabilities, as well as estate planning disputes.
After this webinar, you will be able to identify:
Cooper Grace Ward acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.
Fast, accurate and flexible entities including companies, self-managed superannuation funds and trusts.