Family Trusts - The A - Z (Sep 2019)
Start time 2 Sep 2019 9:00am (Australia - Melbourne)
End time 2 Sep 2019 4:00pm (Australia - Melbourne)
Location Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne
Speaker Allan Swan, Director - Estate Planning EQUATION – Preventative Law
Catering Includes morning tea, lunch & refreshments
Designed for Legal practitioners
Product Code W19014

Family Trusts - The A - Z (Sep 2019)

2 Sep 2019 9:00am - 2 Sep 2019 4:00pm (Australia - Melbourne)
Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

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.

 

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


Total CPD Units: 6.0

Professional Skills: 1.0
Substantive Law: 5.0
$495.00
(includes GST)
6.0