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Trust in the Family

Current as of: 19 April 2023.

In this webinar, Acis’ legal expert Emily Pritchard sat down with renowned advisor Martin Kerrigan to discuss discretionary trusts. They provided valuable insights into trust types and when to use them, featuring real-world case studies and checklists for success.

To assist, the Acis Discretionary Trust Checklist is available her e.

Related Resources

Events 10 September 2026

Ethics Essentials: Tax Agent Services Act Code of Professional Conduct

The Code of Professional Conduct now extends well beyond the principles many practitioners originally learned. With 17 Code items, eight […]

News 4 September 2026

Closer to Certainty for Minimum Taxation of Trusts: Treasury Releases Draft Legislation

After announcing the intended introduction of a minimum 30% tax on discretionary trusts as part of the 2026/27 Federal Budget […]

Past Events 27 August 2026

Navigating the Complexities of Financial Assistance, Capital Reductions, and Share Buybacks

Share buybacks, capital reductions and financial assistance transactions can trigger complex Corporations Act requirements, with non-compliance often leading to ASIC requisitions or issues with lenders. Join this practical session to understand the key rules, common pitfalls, and critical considerations when navigating these transactions. […]

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