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The truth behind 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 23 May 18 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • lost trust deeds
  • removing and adding beneficiaries
  • extending the vesting date
  • appointor (or guardian) - loss of capacity
  • rectification v variation.

Author profiles

Modiesha Stephens CTA
Modiesha is a Director at MS Legal practicing in Taxation, Commercial Law and Estate Planning. Modiesha has over 25 years’ experience in advising SME and individual clients in all areas of State and Federal taxation with a particular emphasis on transactional tax advice, including income tax, CGT, GST, transfer duty and other State taxes. Modiesha also practices in estate and succession planning and general commercial law. In addition to being a Chartered Tax Adviser, Modiesha has degrees in law and commerce and a Master of Laws. Modiesha is an avid supporter of the Tax Institute having served on various committees over the years and is the current WA representative on National Council. - Current at 04 November 2025
Click here to expand/collapse more articles by Modiesha Stephens.
Lucy Ferreira
Lucy Ferreira joined HHG Legal Group in 2016 as an Associate in the Wills and Estate Team. Lucy advises clients in the areas of succession planning, estate administration, trusts, asset protection and superannuation. She regularly assists clients, to formulate and implement multigenerational succession plans and provide advice on asset protection. She has expertise on defensive will provisions and integration with other business structures regarding control and ongoing operation post death. Many of Lucy’s clients are professionals and executives requiring strategic estate planning advice. Lucy is a member of the Society of Trust & Estate Practitioners (STEP), Law Society of Western Australia and Business Women Australia. - Current at 28 March 2018

 

This was presented at Trusts Half Day .

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

Individual sessions

Non-resident trust beneficiaries

Author(s):  Antony BARRIER

Materials from this session:

Distributable income and minuting distributions

Author(s):  Laura Coles,  Lee Nugawela

Materials from this session:

The truth behind trusts

Author(s):  Modiesha Stephens,  Lucy Ferreira

Materials from this session:

Further details about this event:

 

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