Family Trusts - The A - Z (Nov 2020)
Start time 30 Nov 2020 9:00am (Australia - Melbourne)
End time 30 Nov 2020 4:00pm (Australia - Melbourne)
Location Live Stream Only
Speaker Allan Swan, Director - Estate Planning EQUATION – Preventative Law
Catering -
Designed for Legal practitioners
Product Code W20015
Total CPD Units: 6.0

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

Family Trusts - The A - Z (Nov 2020)

30 Nov 2020 9:00am - 30 Nov 2020 4:00pm (Australia - Melbourne)
Live Stream Only

Super Sale Week Price 20% off: $476.00 (incl GST) – ends 30 November

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.

Allan Swan

Presented By: Allan Swan, Director - Estate Planning EQUATION – Preventative Law

In light of the recent COVID-19 updates and associated restrictions; Leo Cussen Centre for Law considers that it is in the best interests of all stakeholders for all upcoming Workshops to be held remotely. 

What this means:

  • Workshops will be held on the same date, at the same time as originally scheduled, in an online live-stream format for the foreseeable future;
  • Leo Cussen has successfully hosted workshops, seminars and conferences remotely including interactive sessions and we hope you enjoy attending the program from the convenience of your own environment.