COURSE COMMENCES: Monday 10 February 2020 at 9:00am

COURSE CLOSES: Monday 2 March 2020 at 11:59pm

What is the course?

Many trust structures, including fixed, discretionary and unit trusts have become prevalent in Australia’s economic and business landscape.  While trusts can provide numerous benefits from a tax and asset protection perspective, they continue to be a source of significant complexity, particularly in relation to the drafting, interpretation and implementation of trust documents, such as the trust deed. In this course you will learn the essentials of trust structures and the various key roles, provisions and practical considerations that apply when drafting or dealing with trusts. This course concludes with you being able to identify key provisions within a trust deed and their practical implications after viewing a mock client problem.

A unique course delivery

The unique structure of this course includes a mixture of short video presentations and practical exercises to help test your learnings in real time. It has been structured so that its content is broken up into bite sized sections with the flexibility of starting and stopping each section at your leisure. You will also have the ability to conduct the course on your PC, phone or any of your devices – perfect for those public transport trips.  

Course content

  • Identification of trust types: overview of the key elements of a trust and different types of trust structures.

  • Identification of trust deed provisions: what are the key provisions, powers and duties within a trust deed?

  • Role of the trustee, appointor, guardian and/or settlor in a trust.

  • Beneficiaries of a discretionary trust: who should and should not be an eligible object of the trust and dealing with excluded beneficiaries.

  • Particular issues that apply to fixed trusts: case law and ATO guidance.

  • How to make variations to a trust deed.

Who Should attend?

Designed as an introductory course into the essentials of a trust structure, this course is best suited toward:

Tick 1 option-small.png

Graduate Lawyers

Tick 1 option-small.png

Junior Lawyers

Tick 1 option-small.png

Those with a general interest in learning more about tax and trust structuring.   

Tick 1 option-small.png

Accountants

Tick 1 option-small.png

Financial planners

 

CPD/CPE Points

Equivalent to 6 CPD hours

Cost

$655* per individual

$435* per person when registering 3 or 4 people

$380* per person when registering 5 - 9 people

$325* per person when registering 10 people

Please contact us if you’d like to register more than 10 people or you would like to run a co-branded course developed and delivered specifically for your business.

* all prices are inclusive of GST

Course Leaders

Daniel Smedley    Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. Daniel is a regular presenter at state and national industry conventions, conferences and workshops.  Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues".   Learn more about Daniel

Daniel Smedley

Daniel enjoys solving complex taxation and trust law issues for private enterprises who share his entrepreneurial spirit. Daniel is a regular presenter at state and national industry conventions, conferences and workshops.

Daniel is a Chartered Tax Advisor with The Tax Institute, accredited as a specialist in Taxation Law with the Law Institute of Victoria, and the principal author of the Trust Structures Guide, recognised by The Tax Institute as "the leading resource for anyone advising on trusts, structuring and planning issues".

Learn more about Daniel

Laura Spencer    Laura is a Senior Associate in our Business Law team. She has experience both in Australia and the United Kingdom and has worked with an array of clients from family owned businesses to large multinational corporations. Laura has a wealth of experience across a variety of industries where she has advised on numerous commercial and tax law matters.  Laura’s business law knowledge is complemented by a practical and commercially minded attitude as well as a drive to stay up to date with the changing legal landscape.   Learn more about Laura

Laura Spencer

Laura is a Senior Associate in our Business Law team. She has experience both in Australia and the United Kingdom and has worked with an array of clients from family owned businesses to large multinational corporations. Laura has a wealth of experience across a variety of industries where she has advised on numerous commercial and tax law matters.

Laura’s business law knowledge is complemented by a practical and commercially minded attitude as well as a drive to stay up to date with the changing legal landscape.

Learn more about Laura

Edward Hennebry    Edward is a Tax Associate in the Business Law team at Sladen Legal.  Edward has a particular interest in managing tax audits and disputes, having commenced his career in the ATO’s Tax Counsel Network and Review and Dispute Resolution business lines.  Since leaving the ATO, Edward has worked in a number of large accounting and national law firms, enabling him to diversify his knowledge of prevalent tax and commercial issues that affect private clients and family groups across a wide range of industries.   Learn more about Edward

Edward Hennebry

Edward is a Tax Associate in the Business Law team at Sladen Legal.

Edward has a particular interest in managing tax audits and disputes, having commenced his career in the ATO’s Tax Counsel Network and Review and Dispute Resolution business lines.

Since leaving the ATO, Edward has worked in a number of large accounting and national law firms, enabling him to diversify his knowledge of prevalent tax and commercial issues that affect private clients and family groups across a wide range of industries.

Learn more about Edward