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Trust deed traps presentation


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:

Zena Herr CTA
Zena is a lawyer with Harwood Andrews Lawyers. Current at 01 May 2005 Click here to expand/collapse more articles by Zena HERR.
Robert Jeremiah CTA
Rob is a principal of Sladen Legal. He is a Chartered Tax Adviser accredited by the Law Institute of Victoria as a specialist in both Tax Law and Business Law and is on a number of technical committees related to taxation and superannuation including the Tax Law Specialisation Advisory Committee of the Law Institute of Victoria and 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 trusts, superannuation and tax. Rob has been a principal of Sladen Legal and its predecessor firm since 1981. Current at 16 November 2015 Click here to expand/collapse more articles by Rob JEREMIAH.

This was presented at Trust Planning.

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