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Succession planning and trusts video
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Member Price: $99.00
Non Member Price: $121.00
Publication date: 17 Jul 20 | Source: NATIONAL DIVISION, THE TAX INSTITUTE
Abstract:
This video 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.
Purchase individual materials from this session:
SME Power Pack (20 Parts)
Author(s):
Nathan Yii
Material from this session:
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Author profiles
Magdalena Njokos
Magdalena is a Senior Associate with Sladen Legal. - Current at 03 December 2020
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 2026Copyright Statement
The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.