Miscellaneous 2006

Understanding your trust deed

Source: National

Published Date: 6 Apr 2006

 

This presentation is a practical guide for working with trust deeds, focussing on what words in the trust deed mean, some useful tips, issues to consider and traps to avoid. Including:

  • difficulties with working out who are the beneficiaries
  • trust to trust distributions
  • problems with distribution powers and beneficiary entitlements
  • problems with appointors and guardians
  • trust deed variations: how? what can they cure? what are the side effects?

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Individual Session

Understanding your trust deed

Author(s): Rob Jeremiah CTA , John Ciardulli CTA
Materials from this session:

Details

  • Published By: Rob Jeremiah CTA
  • Published On:6 Apr 2006
  • Took place at:Gold Coast Convention and Exhibition Centre, Broadbeach, Qld

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

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