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Reading a family trust deed


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 specialising in taxation, trust, estate and commercial law with extensive experience in tax, trust, estate and commercial litigation and dispute resolution. Graeme has been a regular speaker for The Tax Institute for many years. He is a former Chairman of the Victorian Professional Development Committee, Melbourne Breakfast Club and State Convention Committee, and served two terms on the Victorian State Council. He has also been a member of the SME, State Revenue and Superannuation subcommittees. Graeme also participated in NTLG Trust subgroup discussions on the draft Bamford decision impact. Current at 04 August 2016 Click here to expand/collapse more articles by Graeme HALPERIN.

This was presented at Trust Law Essentials.

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Reading a family trust deed

Author(s):  Graeme HALPERIN

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