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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 CTA
Heather has been involved in the development and implementation of superannuation policy through her roles as a member (and former Chair) of the Superannuation Committee of the Law Council of Australia and as a member of regulatory consultative committees and of the Board of Taxation Advisory Panel. A frequent speaker at superannuation conferences, she is a Chartered Tax Adviser, and holds Honours degrees in Law and in Arts from the University of Melbourne. Current at 27 November 2015 Click here to expand/collapse more articles by Heather GRAY.
 
Individual sessions

Getting trustee decision-making right

Author(s):  Heather GRAY

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