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Trusts in general presentation


This presentation covers:

  • understanding the basics - what is a 'family trust'?
  • the importance of the motto 'read the deed'
  • trust cloning/splitting - latest developments
  • case study examples.

Author profiles

Naomi Arnold
Naomi is a Senior Associate in McCullough Robertson's Business & Revenue group. Her expertise is in advising upon the structuring of businesses to achieve tax efficiency and obtaining the most effective tax structures for individuals. Naomi has advised clients on business succession strategies, trust cloning and trust splitting, mergers and acquisitions and business sales and share sales. - Current at 18 January 2007
Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew Burgess, CTA, co-founded Brisbane based specialist firm View Legal in 2014, having been a partner of one of Australia’s leading independent law firms for over 12 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, asset protection, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and was recognised in the “Best Lawyers” list for 2014 in relation to trusts and estates. As an author, Matthew is widely recognised as an expert in his field, who constantly creates bespoke revenue-related strategies for the growth, management and protection of wealth. Matthew is regularly published in Australia’s leading monthly tax journal, The Tax Institute’s Taxation in Australia (six articles since 2012), and the leading weekly tax journal, Thomson Reuters’ Weekly Tax Bulletin (10 articles since 2012). He has also written five legal books, one business book and 16 children’s books. - Current at 30 November 2017
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This was presented at Estate Planning: Prepare for tomorrow today! .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Preparing for your client's death - the role of enduring documentation

Author(s):  Ron JOACHIM

Materials from this session:

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