Your shopping cart is empty

Family trusts – Protecting the family jewels paper


This paper covers:

  • managing control of family trusts – understanding the formal legal mechanisms
  • how to manage trust control
  • establishing the groundwork – use of family agreements and shareholder agreements to keep the peace
  • in what circumstances will the courts interfere with trustee decisions?
  • if they do interfere what remedies will they grant?
  • structuring trusts to avoid disputes – key provisions to include 
  • lessons from the Mercanti decision.

Author profile

Paul Hockridge CTA
Photo of author, Paul HOCKRIDGE Paul is Tax Advisory Partner at Mutual Trust, Australia’s leading multi-family office. He has worked for the ATO, a large law firm, has been a partner in medium and Big 4 chartered accounting firms and has over 30 years' experience in tax, asset protection, estate and succession planning. Paul’s niches include litigation support, property development and FBT and salary packaging. Paul specialises in advising high wealth families and closely held businesses, as well as providing support for a number of accounting and law firms. Paul maintains a practicing certificate as a legal practitioner in Victoria, is a fellow of both CPA Australia and Chartered Accountants Australian and New Zealand, is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne and is a chartered tax adviser. He sits on The Tax Institute’s FBT and Employment Taxes Committee and contributes to The Tax Institute’s book, Estate and Business Succession Planning. Perhaps Paul is best known as a regular presenter at local, State and National Tax Institute conferences. - Current at 04 December 2019
Click here to expand/collapse more articles by Paul HOCKRIDGE.


This was presented at SME / Private Clients Day 2 .

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

Individual sessions

Cross border succession planning

Author(s):  Emma WOOLLEY

Materials from this session:

Trust income distributions: Practical lessons following Lewski

Author(s):  Gareth Redenbach

Materials from this session:

The big issues in SMSF

Author(s):  Liz Westover

Materials from this session:

Further details about this event:


Copyright Statement
click to expand/collapse