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Trusts and succession planning paper


As clients continue to adopt more sophisticated structures for business and investment, greater planning is required in order to ensure that a client’s estate and succession planning objectives are met. This paper considers some of the opportunities and traps that arise with trust structures in a succession planning context including:

  • are people whom we think are beneficiaries really beneficiaries?
  • the role of the appointor/guardian/supervisor in passing control to the next generation
  • testamentary trusts - some key issues
  • ownership of main residence and tax implications of occupation rights
  • trust cloning or splitting - what are they and what are the traps?

Author profile

Daniel Smedley CTA
Daniel is a Principal of Sladen Legal. He is a Law Institute of Victoria Accredited Specialist in Tax Law and holds a Master of Taxation. Daniel is the principal author of Trust Structures Guide published by The Tax Institute and a regular presenter at industry conferences and workshops. Daniel primarily advises businesses and high net worth individuals in relation to business and investment structuring, trusts, succession planning and taxation law. - Current at 25 September 2017
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This was presented at Tasmanian State Convention .

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