Skip to main content
shopping_cart

Your shopping cart is empty

Getting trustee decision-making right presentation

Published on 18 Jul 12 by VICTORIAN DIVISION, THE TAX INSTITUTE

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.

Author profile:

Heather GRAY
Heather is a Partner with DLA Phillips Fox.
Current at 20 March 2009
Click here to expand/collapse more articles by Heather GRAY.
 
Individual sessions

Getting trustee decision-making right

Author(s):  Heather GRAY

Materials from this session:

Further details about this event:

 

Copyright Statement