Published on 06 Apr 06
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This paper is a practical guide for working with trust deeds, focussing on what words in the trust deed mean, some useful tips, issues to consider and traps to avoid. Including:
- difficulties with working out who are the beneficiaries
- trust to trust distributions
- problems with distribution powers and beneficiary entitlements
- problems with appointors and guardians
- trust deed variations: how? what can they cure? what are the side effects?
John is a Group Tax Manager for Becton Property Group.
Current at March 2009 Current at 09 March 2009
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Rob is a Director and Shareholder of Harwood Andrews Lawyers and is an accredited specialist with the Law Institute of Victoria in Income Tax Law and Business Law. Rob has been recognised as one of Australia's leading taxation lawyers by ALB's Legal Who's Who Australia 2003. Rob practises principally in the areas of taxation and revenue law, superannuation, business and investment structuring, advice on various types of trusts, asset protection and succession planning and business and commercial advice. Rob has presented on numerous occasions at State and National seminars and conferences on taxation and trust law issues for both the Taxation Institute of Australia and other industry groups and bodies.
Current at December 2008 Current at 01 December 2008
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