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Reviewing and updating your client's trust deed presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 16 Nov 11 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • suggested methods for reviewing your client’s trust deed
  • materials that will help you conduct the review
  • not intended to be (overly) technical
  • examples of clauses and transactions to look out for.

Author profile

Tristan Webb CTA
Tristan analyses current tax issues and develops national strategies and intellectual property for Crowe Horwath. This helps the firm’s experts to manage risk, understand emerging issues and develop client solutions. He acts as media liaison on tax matters and lobbies Treasury on contentious issues. Tristan has worked for the ATO, as a tax writer for a leading legal publisher, and at both big four and mid-tier level within the chartered accounting profession. From 2006 to 2010, Tristan worked as a National Tax Training Specialist with the Institute of Chartered Accountants in Australia. - Current at 12 April 2017
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Author(s):  Tristan WEBB

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