Recorded Webinar: Amending Trust Deeds and Avoiding Tax Nasties


22 October 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.
Given the long life of trusts, there is often a need to change the terms of the trust as it matures. This session considers the intricacies of trust amendments, and in particular examines the possibility of amending a trust deed to extend the vesting date. Issues discussed include:

  • Amending trust deeds

    • What powers of amendment arise under the trust deed? Jenkins v Ellett and Mercanti v Mercanti

    • What makes an amendment valid?

    • Which types of amendments will attract stamp duty?

    • Which types of amendments might give rise to resettlement?

  • ATO guidance on trust vesting TR 2018/6

  • Effective strategies to defer trust vesting:

    • Extending vesting date?

  • How to make a trust a South Australian trust?

Recorded Webinars,Taxation,Recorded Webinar:  Amending Trust Deeds and Avoiding Tax Nasties

Patrick Ellwood, Director, Clover Legal, Brisbane

Patrick specialises in helping business owners through transition, focussing on tax effective restructuring, asset protection and succession.

The family-owned businesses he works for range from large-scale retail operators to farming families and mining entrepreneurs.

Patrick is passionate about helping his clients grow their business and achieve maximum value upon their retirement.

He has assisted clients with exit strategies including sales to ASX listed companies, staged transitions to the next generation of family members and management buy-outs.

He is a trusted adviser to many of his clients and assists with both their personal and business legal needs.

Patrick is a regular author and speaker across a range of private and professional bodies.


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.

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:
Recorded Webinars,Taxation,Recorded Webinar:  Amending Trust Deeds and Avoiding Tax Nasties

© Television Education Network Pty Ltd 2020

Product Code: WBJOCT19
 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.