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Workshop – Trust deed amendments presentation

Published on 13 Jun 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presenation covers:

  • trust deed amendments - issues for consideration
  • power of amendment scope of power
  • power of amendment restrictions - manner and form
  • power of a amendment restrictions - substratum.

Author profiles

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
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Daniel VELTHUIS
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This was presented at Trusts Day .

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Individual sessions



Workshop – Trust deed amendments

Author(s):  Daniel FRY,  Daniel VELTHUIS

Materials from this session:

Further details about this event:

 

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