Beyond the Basics: Exploring Director Dilemmas & Benefits of Lesser-Known Trusts

Current as of: 19 March 2025.

The complexities of company directorship and trust structures continue to evolve, creating challenges and opportunities for advisors. Understanding the nuances of director succession and the benefits of lesser-known trusts is essential for providing strategic guidance to clients. 

​​​​​In this session, James Creevy, Legal Services Director, and Mick Nielsen, National Account Director, will offer practical insights to help you navigate succession challenges and optimise trust structures for your clients. 

Key Takeaways:

• Director Dilemmas: Handling the passing of a sole director/shareholder, determining the appropriateness of successor directors, and addressing situations where a director disappears. 
• Fixed Unit Trusts for NSW land tax purposes: Maximising tax benefits with Fixed Unit Trusts. 
• Lineal Descendants Trusts: Utilising Lineal Descendants Trusts for family wealth protection and succession. 
• Live Q&A: Get real-time answers to your technical questions. 

This session is essential for professionals seeking to stay on top of industry changes and take actionable insights back to their clients.

Click here to view the presentation slides.