Family and Business Trusts

Course Info

Price
$149.00

CPD Points 1.5

Competency
  • C4: Substantive Law (1.5)

Courses by this Author

Family and Business Trusts

Family and Business Trusts
CPD Points: 1.5 Price:
$149.00

Practical drafting and tax issues involved in family and business trusts addressing: best practices in drafting trust deeds and common errors drafting clauses for change in trustee or guardian or appointor caused by events in such as bankruptcy and family breakdowns discussion of Mercanti v Mercanti [2016] WASCA 206 are unit trusts still relevant? tax aspects of change in ownership of unit trusts trust cloning tax aspects of change in beneficiaries tax implications of change in residency of trustee or guardian or appointor equalisation clauses, re-characterisation clauses, unpaid present entitlements and sub trusts.

This course has been approved for 1.5 Family Law Accreditation Points.

Author Profiles

Family and Business Trusts

Greg Calder trained in law and accounting and was originally admitted as a Solicitor of the Supreme Court of England and Wales. Greg came to Australia in 1983 and worked with a medium sized law firm in Perth until 1986 when he joined Butcher Paull & Calder as a partner.

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Family and Business Trusts

Brian obtained a law degree from Trinity College, Dublin and was admitted to the Irish Bar shortly thereafter. He is currently a member of State Council of the Taxation Institute of Australia and a former chairman of the Education Committee.

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Family and Business Trusts

Colin was first admitted as a legal practitioner in South Africa in 1981 and prior to establishing Munro Doig, had been a partner in a large national law firm in Perth.

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Course Summary

Practical drafting and tax issues involved in family and business trusts addressing: best practices in drafting trust deeds and common errors drafting clauses for change in trustee or guardian or appointor caused by events in such as bankruptcy and family breakdowns discussion of Mercanti v Mercanti [2016] WASCA 206 are unit trusts still relevant? tax aspects of change in ownership of unit trusts trust cloning tax aspects of change in beneficiaries tax implications of change in residency of trustee or guardian or appointor equalisation clauses, re-characterisation clauses, unpaid present entitlements and sub trusts.

This course has been approved for 1.5 Family Law Accreditation Points.

Course Details