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Trusts in general paper


This paper covers:

  • understanding the basics - what is a 'family trust'?
  • the importance of the motto 'read the deed'
  • trust cloning/splitting - latest developments
  • case study examples.

Author profiles

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 13 August 2018
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Naomi Arnold
Naomi is a Senior Associate in McCullough Robertson's Business & Revenue group. Her expertise is in advising upon the structuring of businesses to achieve tax efficiency and obtaining the most effective tax structures for individuals. Naomi has advised clients on business succession strategies, trust cloning and trust splitting, mergers and acquisitions and business sales and share sales. - Current at 18 January 2007


This was presented at Estate Planning: Prepare for tomorrow today! .

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Individual sessions

Preparing for your client's death - the role of enduring documentation

Author(s):  Ron JOACHIM

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