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 Live Webinar: Act in Haste Repent in Leisure: Challenges in Trust Deed Variation

Date: Thursday 28 July 2022
Vic, NSW, Qld, ACT, Tas: 12noon to 1pm
SA & NT:  11.30am to 12.30pm
WA: 10am to 11am

 ABOUT THE WEBINAR
Trust deeds are complex and comprehensive documents, which is why they must be carefully consulted before any steps are taken under them. This session will examine trust deed amendment in the light of recent decisions which highlight what can go wrong when action is taken without proper consideration of the deed requirements, including:

  • Lessons from Re Owies Family Trust [2020] VSC 716:
    • rules of trust construction
    • what are the obligations of a trustee?
    • why compliance with variation requirements in the trust deed is essential
    • financial impacts and other unintended consequences of non-compliance
    • invalid appointments and decision-making
    • the importance of proper record-keeping
  • Consequences of failure to comply with the technical requirements in trustee appointment and removal:  Advanced Holdings Pty Ltd as trustee for The Demian Trust & Ors v Commissioner of Taxation [2020] FCA 1479
  • Can a trust deed be amended after the vesting date? Re McGowan and Valentini Trusts [2021] VSC 154
 PRESENTER
Live Webinars,Estate planning,Live Webinar: Act in Haste Repent in Leisure: Challenges in Trust Deed Variation

George Kolliou, Director, AG Tax Lawyers, Melbourne

George Kolliou, formerly principal of Kolliou Tax Lawyers, has worked in the taxation field for over 30 years, firstly as an accountant and then as a lawyer. George's special area of interest is the intersection of taxation and trust law particularly in the SME context.

George regularly presents at tax conferences on SME taxation issues and writes for various professional journals. He has also co-authored the Australian Trusts Tax Handbook published by Thomson Reuters.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar.  Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au



© Television Education Network Pty Ltd 2022

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: LBSJUL22
 Price:   $269.50 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.