Family Trust Deeds

Family Trust Deeds
This webinar highlights the uniqueness of Australian family trust deeds, with the trustee having very wide discretionary powers.

Most trust deeds & constitutions have clearly defined entitlements for beneficiaries, members or shareholders.  Using a template of an Australian family trust deed, this webinar highlights the contrast that are Australian family trust deeds, with the trustee having very wide discretionary powers, subject however to the many constraints imposed by income tax, bankruptcy, family and succession laws.

Family trust deeds – setting out key roles

·       Settlor – exclusion from ongoing benefit

·       Trustee, appointor & guardian

·       Class of potential beneficiaries & other key definitions

Trust income & capital provisions

·       Requirement for trustee income resolution by end of each financial year

·       Power to distribute trust capital, pre vesting of trust

·       Vesting of trust

Trustee powers

·       Benefits other than income or capital, eg use of trust property

·       Investment powers

·       Borrowing & loan security powers

Amendments to trust deed

·       Power to amend – just trustee v trustee with appointor’s consent

·       Ensuring shared control by 2nd generation

·       Rights of use, eg trust owned beach house, farmlet or ski lodge

CPD hours: 1.5
Price: $129 for member, $155 for non-member
Certification is provided upon completion


Presented by: Allan Swan


Allan Swan works with private clients and their accounting, financial advisors and legal practitioners relating to the legal aspects of Preventative Law. Allan also provides practitioner training and speaking services, is an instructor for the Leo Cussen Centre for Law, the Law Institute of Victoria and other professional bodies and is also a director of the Law Institute of Victoria. Allan has 3 specialist accreditations, namely as a Chartered Tax Advisor, Trust and Estate Practitioner, and an Accredited SMSF Specialist TM. Allan holds degrees in Law and Economics and a Graduate Diploma in Financial Services.
30/10/2018 11:00 AM - 30/10/2018 12:30 PM
Online, Australia

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