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Business Structures Part 6: Succession planning and trusts

Published on 17 Jul 2020 | Took place at Online, WA

In the SME market significant family wealth is held through discretionary trusts whether that is as a direct asset holder, trading trust or an investment trust holding shares in the active corporate entities. In this session, Daniel and Maggie explored the control issues that need to be addressed in considering succession planning for the trust.

Individual sessions

Succession planning and trusts

Author(s):  Daniel SMEDLEY,  Magdalena Njokos

This paper covers:

  • managing control of family trusts - understanding the legal mechanisms
  • what should the power of appointment provide?
  • key considerations if variation is required
  • how to best manage trust control
  • restrictions on related party benefit provisions in trust deeds.
Materials from this session: