Recorded Webinar: Estate Planning Strategies When the Family Trust is Vesting


18th September 2019
Duration:  approx. 1 hour

You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions.
When a family discretionary trust vests, beneficiaries’ interests become fixed, and significant tax consequences may arise. The ATO’s 2018 tax ruling on the vesting of trusts makes it clear that once a trust vests, there is no action that can be taken to turn back the clock for tax purposes. This session explores the options available to advisers when clients are living with a trust that has vested, or where a vesting date is imminent. It covers:

  • The trust has vested - now what?

  • Understanding TR 2018/6 Income tax: trust vesting - consequences of a trust vesting:

  • Does vesting trigger any income tax consequences?

  • Unwinding an ineffective distribution - what do trustees need to consider?

  • What does the ATO ruling mean for the second generation of family trusts?

  • Varying the vesting date:

  • When is it possible?

  • Will extension of a vesting date trigger resettlement?

  • Planning around an inevitable vesting - directing the trust assets and exploring restructuring opportunities

  • Is it time to revisit South Australian trusts?

  • Is it possible to convert an existing trust to a SA trust with perpetual succession?

  • The degree of connection required to SA

Recorded Webinars,Trusts,Recorded Webinar:  Estate Planning Strategies When the Family Trust is Vesting

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney

Paul has more than 20 years of experience in providing legal services to private clients.

He is an Accredited Specialist in Wills and Estates Law, a member of the NSW Law Society's Specialist Accreditation Wills and Estates Advisory Committee and a member of the Society of Trust and Estate Practitioners.

Paul also provides continuing legal education for solicitors and other professionals and is a regular speaker on Wills and Estate Law at Estate Planning, Estate Administration and Superannuation seminars. He lectures on estate planning at the University of Technology, Sydney and is sought after for his expert knowledge and experience in this area.


This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

© Television Education Network Pty Ltd 2020

Product Code: WBASEP19
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.