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Reading a family trust deed

Published on 18 Jun 02 by VICTORIAN DIVISION, THE TAX INSTITUTE

This seminar paper discusses family trust deeds including: what is a settlor, what is the role of an appointor and a guardian, why do we need a vesting day, what are default beneficiaries, how can a trust deed be varied, what is net income in a trust deed and how is it distributed, can the same trustee act for different trusts, and how can trust capital be distributed.

Author profile

Graeme Halperin CTA
Graeme Halperin, CTA, of Halperin and Co, is a Barrister and Solicitor with over 30 years’ experience specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. He is a former Chairman of the Breakfast Club, State Convention and Education Committee of the Victorian branch of the Tax Institute, served two terms on the Victorian State Council, served on several Tax Institute technical committees and in 2013 received a Meritorious Service Award from the Tax Institute. He has written many articles on tax related topics and has been a regular Tax Institute presenter since the 1990s. He has contributed to Parliamentary Committees and media articles on a range of tax topics, made submissions to the ATO in relation to draft rulings and in 2018 was interviewed in a Four Corners expose on ATO practices. - Current at 16 December 2020
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This was presented at Trust Law Essentials .

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Reading a family trust deed

Author(s):  Graeme HALPERIN

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