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Trust deed traps presentation

Published on 16 Nov 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topcis:

  • who is the settlor?
  • who are the beneficiaries?
  • how should income be defined?
  • what if the trustee fails to make a distribution?
  • who controls the trustee?
  • what happens when the guardian dies?
  • who makes decisions when there is a dispute?

Author profiles

Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on their Tax Law Specialisation Advisory Committee. He is on the Superannuation Industry Relationship Network of the ATO and is a member of the board and technical committee of SISFA. Rob is acknowledged as a leader in his field and is regularly asked to share his specialist knowledge on areas such as tax, superannuation, succession and estate planning and trusts. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. - Current at 25 May 2017
Click here to expand/collapse more articles by Rob JEREMIAH.
Zena Herr
Zena is a lawyer with Harwood Andrews Lawyers. - Current at 01 May 2005
Click here to expand/collapse more articles by Zena HERR.

 

This was presented at Trust Planning .

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