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Succession planning for family trusts 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 09 Nov 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • family constitutions
  • rocess for implementing a family constitution
  • legal documentation
  • Corporations Act 
  • restructuring a family trust using trust cloning and trust splitting
  • power to transfer trust assets
  • trust cloning
  • trust splitting
  • key cases

Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew Burgess, CTA co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals. Matthew specialises in tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 24 February 2025
Click here to expand/collapse more articles by Matthew BURGESS.

 

This was presented at 2017 WA Tax Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Succession planning for family trusts

Author(s):  Matthew BURGESS

Materials from this session:

Dealing with Difficult Structures – Preparing for the future

Author(s):  Linda Tapiolas

Materials from this session:

Transitioning a Company for Wind-Down or Exit

Author(s):  Chris WOOKEY

Materials from this session:

Further details about this event:

 

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