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Reviewing and updating your client's trust deed presentation

Published on 16 Nov 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • suggested methods for reviewing your client’s trust deed
  • materials that will help you conduct the review
  • not intended to be (overly) technical
  • examples of clauses and transactions to look out for.

Author profile:

Tristan Webb CTA
Tristan analyses current tax issues and develops national strategies and intellectual property for Crowe Horwath. This helps the firm's experts to manage risk, understand emerging issues and develop solutions. He acts as media liaison on tax matters and lobbies Treasury on contentious issues. He also writes communications to ensure clients are aware of developing issues. Tristan has worked for the Australian Taxation Office, as a Tax Writer for a leading legal publisher and at both Big 4 and Mid-Tier level within the Chartered Accounting profession. From 2006-10, Tristan worked as a National Tax Training Specialist with the Institute of Chartered Accountants in Australia. Current at 17 July 2015 Click here to expand/collapse more articles by Tristan WEBB.
 
Individual sessions

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