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Family trusts - Protecting the family jewels presentation

Published on 25 Jul 19 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • formal legal mechanisms
  • power of appointment
  • changing appointor/guardian
  • constitution
  • managing trust control
  • replacing trustee.

 

 

 

 

 

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 and is senior fellow and teaches in the Masters program in the Law School at the University of Melbourne. He sits on The Tax Institute’s FBT and Employment Taxes Committee. Paul also 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 29 May 2019
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This was presented at SME / Private Clients Day 2 .

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

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