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Recorded Webinars

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

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
PRESENTED BY George Kolliou Director - AG Tax Lawyers , Melbourne

Date/Time

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

Presented By

George Kolliou
Director, AG Tax Lawyers Melbourne, Vic.

George Kolliou, Director AG Tax (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 Information

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.

WA lawyers – From 1/4/2021, due to changes to your CPD 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: [email protected]

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