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Anatomy of a Trust Deed presentation
Published on 02 Jun 22 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers a number of these provisions from a legal perspective and consider their implications in a taxation context.
Author profile
Julie Van der Velde CTA
Julie Van der Velde, CTA TEP is the principal of a specialised commercial law firm, VdV Legal. With over 25 years’ experience advising Australian businesses, her practice focuses on taxation and trust law with an emphasis on business structuring, tax planning, business succession and intergenerational transfers. Julie is The Tax Institute’s SME Chartered Tax Adviser for 2017 and a regular speaker for the Tax Institute and other professional organisations. - Current at 25 November 2025
This was presented at Trusts Intensive .
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I say unit trust you say fixed trust
Author(s): Daniel SMEDLEYMaterials from this session:
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Anatomy of a Trust Deed
Author(s): Julie VAN DER VELDEMaterials from this session:
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FTEs and FTDTs – the potential limitations of a wide class of discretionary beneficiaries
Author(s): Linda TapiolasMaterials from this session:
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Insolvency
Author(s): Mark GioskosMaterials from this session:
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International aspects of Trust planning/99B
Author(s): Jim O'DONNELLMaterials from this session:
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Estate and succession planning consideration
Author(s): Michael FLYNNMaterials from this session:
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Trust distributions in the new world order? Where are we on Section 100A
Author(s): Louise Clarke, Mark WESTMaterials from this session:
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