Part 2 – What’s that? My distribution is invalid?

Source: South Australia

Published Date: 9 Mar 2023


In Part 2 Daniel builds upon the discussion in Part 1 and then explores the following issues arising from a case study scenario of an invalid distribution:

  • What happens if there was a “balance” appointment?
  • How do amendment periods apply in these scenarios?
  • What about trustee assessments?
  • How do you “put things right” with beneficiaries if distributions have been made and funds paid to invalid recipients?; and
  • What are some practical solutions to the problems presented?

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