#79 – Family Trust Deeds: What all advisers must know

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The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed.

Invariably the any adviser assisting the trust will be implicated in any alleged breach.

This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including:

Definitions of income and capital
Understanding the key beneficiary classes
Family Trust Elections and Interposed Entity Elections
Vesting and perpetuity issues
Valid exercise of variation powers

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #52 – Lost trust deeds – some solutions
PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success

Listen to View’s previous episodes here.

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