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Passing control of existing trusts presentation


This presentation covers the following topics:

  • are the people/entities we think are beneficiaries, actually beneficiaries of the trust? - Excluded beneficiaries are problems with former spouse, trustee, notional settlor
  • adding or excluding beneficiaries and resettlement issues
  • the role of the appointor/guardian/supervisor in passing control to the next generation - appointor provisions as the will for the trust
  • splitting trusts - what is it, how does it work, what are the taxation implications and when would you do it?
  • family trust election issues with passing control of existing trusts
  • extending the life of an existing trust beyond the life of the existing controller.

This was also presented at the Preserving and Passing on the Family Wealth seminar held in Melbourne on 8 November 2005 and on 1 December 2005 at the repeat 13th National Tax Intensive Retreat in Noosa.

Author profile:

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 Click here to expand/collapse more articles by Rob JEREMIAH.


This was presented at 13th National Tax Intensive Retreat: Preserving Wealth for Future Generations .

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Individual sessions

Session 1 and 2 workshops


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Successful succession for success

Author(s):  Peter BOBBIN

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Session 3 and 4 workshops


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Session 7 workshop


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