Article
Have you reviewed your discretionary trust lately? Frequently asked questions
An outdated discretionary trust can undermine asset protection & succession goals.
Mellor Olsson Lawyers
Australia: Trusts
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Video
It depends – Should you involve your kids in the control of your family discretionary trust?
What is a FD trust? What does bringing kids into conrol look like? So should I?
Cooper Grace Ward
Article
So You've Updated Your Estate Plan, But What Happens To The Family Trust When You Die?
Family discretionary trusts are a common way to preserve wealth, protect assets and ensure they are passed down to lineal descendants.
Kalus Kenny Intelex
Video
It depends – What happens to the appointor role in my family discretionary trust when I die?
Transcript & link to video discussing what is an appointor? What happens when an appointor dies? What if I don't like what my trust deed says?
Cooper Grace Ward
Article
Lifespan of trusts extended thanks to new Property Law Act
Clifford Gouldson Lawyers
Article
Queensland trusts can now operate for 125 years - What you need to know
McCarthy Durie Lawyers
Article
APAC Monthly Private Wealth Legal Developments – June 2025
Herbert Smith Freehills Kramer LLP
Video
It depends – Trust vesting
Cooper Grace Ward
Article
Good faith in statutory derivative actions: Insights from Gillespie v Gillespie (2025)
McCabes
Article
Key Lessons From High Court Trust Litigation: Structuring Family And Business Trusts
Herbert Smith Freehills Kramer LLP
Article
A "special" trust deed variation and lessons for estate planning
Piper Alderman
Guide
Family Office Comparative Guide
Arnold Bloch Leibler
Article
New Rules for Trusts in Queensland: Are you ready?
Clifford Gouldson Lawyers
Article
FIRB Issues – Recent Changes in Respect of Residential Land – Approvals Required where Change of Trustee
Pointon Partners
Article
Introducing Cathro Clarity: Unlocking Australia's Insolvency Data
Cathro & Partners
Article
How Investors And Operators Can Capitalise On The Agricultural Value Chain (Video)
FTI Consulting
Curated
Employing Work And Holiday Makers Beyond Six Months | Staying Compliant
Interstaff Immigration Agency
Article
Can Artificial Intelligence Improve Planning And Environmental Decision Making?
Herbert Smith Freehills Kramer LLP
Article
Grocery giants' pay practices don't check-out: Lessons from the recent Woolworths and Coles decision
Piper Alderman
Article
No fiduciary obligation to a former trustee
A former trustee is not owed any fiduciary obligation by a successor trustee.
Corrs Chambers Westgarth
Article
Landmine Div 7A decision for Commissioner – FCT v Bendel 2025 FCAF 15 (31 March 2025 – Backfire for Commissioner – Section 109D Div 7A attack on Corporate Beneficiaries fails and causes Commissioner other problems)
Bendel is an intriguing case that will have further developments.
Pointon Partners
Article
What are the common pitfalls in discretionary trusts?
Transcript & link to video discussing common pitfalls in discretionary trusts.
Cooper Grace Ward
Article
The gap in unitholder rights
Whilst unit trusts have tax advantages, unitholders do not have same rights as shareholders regarding a way out.
Carroll & O'Dea
Article
APRA hones in on trustee spending behaviour
Piper Alderman
Article
"My partner left his binding death benefit to me, but the superannuation trustee won't hand it over" – which case won?
Stacks Law Firm
Article
Court rules trustee justified in paying death benefit, despite compliance issues and breach of trust
Cooper Grace Ward
Article
It Depends – Is there duty payable on a transfer of units in a Unit Trust?
Cooper Grace Ward
Article
How 2024 is shaping up for super trustees
Piper Alderman
Article
It Depends – Is my company a Special Purpose Super Trustee Company?
Cooper Grace Ward
Article
Podcast: TaxLand with Fletch and Sarah – 2024 tax time – getting your trust resolutions right before 30 June
Cooper Grace Ward
Article
Distribution deliberations: How trustees of discretionary family trusts can protect themselves
Piper Alderman
Article
Vesting Interests: Stamping out capital confusion – CGT and Victorian stamp duty consequences of a trust vesting
Pointon Partners
Article
Private Ancillary Funds (PAFs)
Pointon Partners
Article
Podcast: TaxLand with Fletch and Sarah – 2024 tax time – getting your trust resolutions right before 30 June
Tax issues to consider before the end of the financial year, for deceased estates and testamentary trusts.
Cooper Grace Ward
Article
Distribution deliberations: How trustees of discretionary family trusts can protect themselves
There are several considerations for trustees when determining the distribution of income & capital each financial year.
Piper Alderman
Article
Vesting Interests: Stamping out capital confusion – CGT and Victorian stamp duty consequences of a trust vesting
Discusses the CGT and Stamp Duty consequences of trusts vesting in Victoria.
Pointon Partners
Article
Private Ancillary Funds (PAFs)
A PAF is a private philanthropic vehicle established and operated by a high net worth individual or family.
Pointon Partners
Article
It Depends – What happens to the assets in my discretionary trust when I die?
Cooper Grace Ward
Article
It Depends – Should I be the settlor of a trust?
Transcript & link to video discussing what the settlor of a trust is & who should act in that role.
Cooper Grace Ward
Article
Analysis Of Recent Full Federal Court Decision In Australian Tax Case
In Minerva Financial Group Pty Ltd v Commissioner of Taxation [2024] FCAFC 28[1], the Full Federal Court reversed the Federal Court's decision in finding...
Alvarez & Marsal
Article
Protecting assets and preserving wealth through Discretionary Trusts
A Discretionary Trust can be a tax-effective structure to build wealth for future generations.
Matthews Folbigg Lawyers
Article
It Depends – What's the difference between Unit Trusts and Fixed Trusts?
Transcript & link to video discussing Unit Trusts and Fixed Trusts.
Cooper Grace Ward
Article
It Depends – The many uses of trust cloning
Cooper Grace Ward
Video
It Depends – When should I update my discretionary trust deed?
Cooper Grace Ward
Article
Trust Deeds: What to do when all is lost?
Piper Alderman
Article
It Depends – Is trustee discretion as good as we think?
Cooper Grace Ward
Article
Top 10 superannuation trustee priorities for 2024
Piper Alderman
Article
Owies v JJE Nominees: The trustee's consideration of beneficiaries in income distributions and the written reasons conundrum – When is a trustee not acting in the best interests of the beneficiaries and can be replaced by the court?
Pointon Partners
Article
New year, new medical practice?
Avant Law
Article
It Depends – Is there duty payable on the issue of additional units in a unit trust?
Cooper Grace Ward
Article
ATO Commissioner to appeal AAT Bendel decision: key implications for taxpayers
Holding Redlich
Article
Security Of Payment Podcast Series – Retention Money Trusts
Herbert Smith Freehills Kramer LLP
Article
Podcast: TaxLand with Fletch and Sarah – Capital distributions from foreign trusts: when are these taxed by section 99B?
Cooper Grace Ward
Video
It depends – What is a child maintenance trust and when can I use one?
Cooper Grace Ward
Article
The Owies Family Trust controversy: When family and finances collide
O'Sullivan Davies Lawyers
Article
Latest changes to trustee breach reporting
Holding Redlich
Article
It Depends – Family trust change of trustee (part 6 – stamp duty)
Cooper Grace Ward
See more
It depends – Trust vesting
Cooper Grace Ward
It Depends – Can a family trust distribute to its trustee?
Cooper Grace Ward
It Depends – The "how-to" of death benefits in SMSFs
Cooper Grace Ward
It Depends – Will my trust end if I lose my trust deed?
Cooper Grace Ward
It depends – Should the appointor of my family trust be a company?
Cooper Grace Ward