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Succession planning and trusts paper

Member Price: $57.00
Non Member Price: $75.00

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 17 Jul 20 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • managing control of family trusts - understanding the legal mechanisms
  • what should the power of appointment provide?
  • key considerations if variation is required
  • how to best manage trust control
  • restrictions on related party benefit provisions in trust deeds.

Author profiles

Daniel Smedley CTA
Daniel Smedley, CTA, enjoys helping private enterprise clients solve complex taxation and trust law issues. He is a trusted confidant in planning the succession of his clients’ personal and business affairs. Daniel is a Chartered Tax Adviser (The Tax Institute) and an Accredited Specialist in Taxation Law (Law Institute of Victoria). He is recognised by his peers in Doyles Guide and Best Lawyers for his work in Taxation, Trusts and Succession Planning. Daniel is a regular presenter at state and national industry conventions, conferences and workshops. - Current at 05 February 2026
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Magdalena Njokos
Magdalena is a Senior Associate with Sladen Legal. - Current at 03 December 2020
Click here to expand/collapse more articles by Magdalena Njokos.

 

Individual sessions

Succession planning and trusts

Author(s):  Daniel SMEDLEY,  Magdalena Njokos

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