Live Webinar: Trust Deeds and Drafting Quirks – Avoiding Costly Mistakes

Wednesday 1st March 2017

Vic, NSW, ACT, Tas:  3pm to 5pm 
SA: 2.30pm to 4.30pm 
WA: 12noon to 2pm 
NT: 1.30pm to 3.30pm 
Qld: 2pm to 4pm

About the webinar

Proper drafting of a trust deed is crucial to ensure your clients are adequately protected and do not find themselves having to pay excessive tax.  And older deeds contain some provisions which can trap you.  This practical session looks at some of the provisions of trust deeds which can lead to unusual tax consequences. It includes:  

  • Drafting hot spots and problem areas:
    • beneficiaries
    • powers, capital and income
    • financial issues
    • personal interests and liabilities
    • appointment and removal
    • notional settlor provisions
    • streaming provisions – express streaming power and streaming where the deed is silent
    • exclusions under the Trustee Act
  • Amending the trust deed – what powers exist to amend and avoiding tax problems after amendment
  • 10 step checklist – ensuring you have ticked the boxes

Who should attend

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Tara Lucke, Director of Advisor Solutions, View Legal, Brisbane

Tara is a co-founder of the specialist law firm, View Legal Pty Ltd.

As the director of Adviser Services, Tara is responsible for the View Wholesale solutions, managing a team of lawyers and paralegals to deliver high quality legal solutions to accountants, financial advisers and other lawyers with price certainty.

Her favourite aspect of being part of View Legal is working collaboratively with advisers to help them provide effective and appropriate solutions for tax planning, estate and business succession planning, and asset protection.

One of her daily goals is to deliver legal solutions in a way that empowers advisers to use the legal process to strengthen and build their relationship with their clients.

She is passionate about exploring innovations in the legal industry, particularly in relation to using technology and value pricing to provide quality solutions and price certainty for advisers and their clients.

Tara is a fellow of The Tax Institute and has been published in Australia’s leading monthly tax journal, The Tax Institute’s Taxation in Australia and the leading weekly tax journal, Thomson Reuters’ Weekly Tax Bulletin.

CPD Certificate

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 2 CPD/Training hours.  Lawyers can claim up to 2 CPD [CLE] units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.
At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RBAMAR17
 Price:   $253.00 (Inclusive of GST)
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