Knowledge Base

Trust amendments, audits & restructures

By Matthew Burgess, Partner McCullough Robertson Lawyers

Legacy clients with trust structures that are over 10 years old are keeping many practitioners very busy with trust deed amendments & restructures and often leave the practitioner asking the question - why was the structure set up that way in the first place? In this practical session Matthew will review:

Changing the terms of a trust (operating in a business environment)

• Changing beneficiaries
• Changing the income and capital entitlements of beneficiaries
• Amending the definition of income

Trust audits

• Identifying the key issues
• Documentation requirements
• Common tips & traps

Trust restructures

• Life after trust cloning
• Trust splitting for dummy's 
• Hybrid trusts

Session audio

matthew-burgess.pdf

Published 4 Mar 10 in Business Advisory | Related event: Business Tax & Strategy Forum
Tagged with: trusts

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