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Published on 18 Jul 2012
| Took place at RACV Club, Melbourne
The Trusts & Estate Club creates a regular space during the
year for important trusts and estate issues to be articulated and discussed
Author(s): Heather GRAY This presentation covers:
family discretionary trusts and self-managed superannuation funds (SMSFs):
discretionary decision-making process
should decisions be recorded?
protecting trustees and trust assets
finding weak points in a trustee's decision
large superannuation funds:
are trustee obligations different to SMSF and family trust trustee obligations
assisting clients aggrieved by a trustee's decision.
Materials from this session:
Getting trustee decision-making right presentation $15.00 - non member price shopping_cart Add to cart
This presentation covers:
State Office Contacts
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