Current as of: 17 March 2021.
An overview of important considerations, common issues, and tips and tricks when establishing trusts. This session reviews different trust types and focus on positions held – key considerations in determining trust roles; structuring – which trust type is right for your client; and asset protection and succession planning.
Recent legislative and industry updates have introduced significant changes, including increased duty and extended vesting dates for trusts, broader electronic signing capabilities for companies, and additional guidance on the classification of discretionary trusts as foreign entities. […]
Order BDBNs as part of SMSF and SMSF Upgrade orders. […]
For three days in September, the team kept their kits on to raise awareness and much needed funds for those experiencing homelessness. […]