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Recorded Webinars
Given the 80-year maximum lifespan of trusts (outside South Australia), there is often a need to make amendments or changes to a trust to reflect new circumstances. This session considers the options available for updating trusts without risk of resettlement, and includes the fol

Date/Time

About the Webinar

Given the 80-year maximum lifespan of trusts (outside South Australia), there is often a need to make amendments or changes to a trust to reflect new circumstances. This session considers the options available for updating trusts without risk of resettlement, and includes the following:

  • Does the trust deed give the power to amend?
  • Amending the power to amend – can this be done? What is required?
    • where the trust deed requires the appointor or settlor to consent to amendment, can they consent to remove their own power?
    • seeking amendment of trust deed by Supreme Court
  • Is trust splitting still available in light of TD 2019/14?
    • other ways to enable intergenerational transfer without resettlement
  • Where there is no power to amend - managing control of a trust through constitution of trustee company

Presented By

Michael Butler
Tax and Revenue Partner, Finlaysons

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.

CPD Information

Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 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.

WA lawyers – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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

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