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 Recorded Webinar: Updating Trusts Without Resettlement: Avoiding Costly Mistakes

Date: Tuesday 10th August 2021
Duration: Approximately 1 Hour

 ABOUT THE WEBINAR
Given the 80-year maximum lifespan of trusts (outside South Australia), there is often a need to make amendments or changes to a trust to reflect new circumstances. This session considers the options available for updating trusts without risk of resettlement, and includes the following:

  • Does the trust deed give the power to amend?
  • Amending the power to amend – can this be done? What is required?
    • where the trust deed requires the appointor or settlor to consent to amendment, can they consent to remove their own power?
    • seeking amendment of trust deed by Supreme Court
  • Is trust splitting still available in light of TD 2019/14?
    • other ways to enable intergenerational transfer without resettlement
  • Where there is no power to amend - managing control of a trust through constitution of trustee company
 PRESENTER
Recorded Webinars,Taxation,Recorded Webinar: Updating Trusts Without Resettlement: Avoiding Costly Mistakes

Michael Butler, Tax & Revenue Partner, Finlaysons, Adelaide

Michael Butler is a Tax & Revenue Partner at Finlaysons Lawyers in Adelaide.

Michael has spent over 35 years working solely in taxation law – he is a true specialist in his field.  His deep experience in tax law means he can provide advice that considers each client’s unique situation and suggest tax-effective options and solutions to help clients achieve their commercial goals.

Michael’s expertise at state, federal and international levels includes income tax, capital gains tax, GST, WET, fuel tax credits and carbon tax, as well as stamp duty, payroll tax and land tax.  Also experienced in international taxation, Michael has assisted a number of Australian and foreign companies with the implementation of international transfer pricing methodologies and advised on the income tax, CGT and GST implications of operating in Australia and offshore.

Michael's expertise is acknowledged in Best Lawyers Australia 2020 for Tax Law, Superannuation Law, Trusts & Estates, and Wealth Management/Succession Planning Practices.  Michael is also listed in Doyles Guide as a Pre-eminent SA Tax Lawyer, with Finlaysons listed as a First Tier SA Tax Law Firm.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD 

Accountants can claim up to 1 CPD/Training hour.  FASEA – category “Technical Competence” – 1 hour.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From April 1st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

 ENQUIRIES/ASSISTANCE
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: [email protected]



© Television Education Network Pty Ltd 2021

Product Code: WBJAUG21
 Price:  $269.50 (Inclusive of GST)
© 2021 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.