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Resources on demand

More taxing issues for trusts

The more we delve into the world of family trusts, the more we find!

In this webinar, we will use a workshop format to explore these trust issues that advisers have been coming across, and how we have resolved them.

Issues we will be discussing include:

  • trustees excluded as beneficiaries, and how to deal with the ATO questioning distributions to non-beneficiaries
  • deliberately removing family members from trusts (for example, as a result of family law settlements or family disputes)
  • ineffective changes of trustee
  • lost trust deeds and variations
  • tracing the identity of the principal/appointor/guardian
  • other problem trust deed provisions.

[Running time: 1 hr 30 mins]