Family Trusts - The A - Z (Aug 2021)
Start time 17 Aug 2021 9:00am (Australia - Melbourne)
End time 17 Aug 2021 3:30pm (Australia - Melbourne)
Location Live Stream Only
Speaker Allan Swan - Barrister, Victorian Bar
Catering -
Designed for Legal Practitioners
Product Code W21035
Total CPD Points: 6.0

Professional Skills: 1.0
Substantive Law: 5.0
(includes GST)

Family Trusts - The A - Z (Aug 2021)

17 Aug 2021 9:00am - 17 Aug 2021 3:30pm (Australia - Melbourne)
Live Stream Only

At the completion of this workshop, you should be able to understand and explain to a client:

  • The basic characteristics of a trust.
  • The range of trusts available.
  • The similarities, differences between some of the desirable attributes of a family trust and other types of trust.
  • The different types of family and other types of trusts and when the different types might be used.
  • Maintaining a trust (including documenting decisions taken at meetings, over-viewing the various accounting requirements and satisfying the requirements under the Corporations Law); amending a Family Trust Deed.
  • Termination of a trust.
  • The key aspects of the Income Tax Assessment Act as it relates to income and capital gains of Trusts.

This Workshop is presented by Allan Swan, Director - Estate Planning EQUATION – Preventative Law