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Trusts and Estates Club July 2012

Published on 18 Jul 2012 | Took place at RACV Club, Melbourne , VIC

The Trusts & Estate Club creates a regular space during the year for important trusts and estate issues to be articulated and discussed

Individual sessions

Getting trustee decision-making right

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: