family trust

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26/03/2018

Trust splitting for your family trust

Trust splitting is a common term for an arrangement where separate trustees are appointed over different assets of an existing discretionary trust. Each trustee is typically controlled by a different party. The intention of trust splitting is to produce a structure where each trustee is able to deal with the […]

26/02/2018

Appointor gone crazy? Family Trust succession planning

Family Trust succession planning Many assets don’t go into your Will at death: joint tenancy, superannuation (well not automatically), cross-owned insurance and Family Trust assets (except for loan accounts). Succession planning for the Family Trust is the most challenging. What happens if the Appointor does not die but becomes of […]

10/01/2018

Can I extend the vesting date of my trust?

Can I extend the vesting date of my trust? Based on old English law the government does not want a trust to go on forever. This is because it may end up that no one is looking after the assets in the trust. Therefore, in all States, other than South […]

06/12/2016

Old family trust deeds – 6 problems

Revamping old Family Trust Deeds 6 Problems with old Family Trust Deeds and how to fix them Your old Family Trust is like your car. It needs updating from time to time for: Streaming provisions Franking credits Attribution to distribute capital gain Extension of the Capital Gains Tax regime […]