Our private clients team has extensive experience in all aspects of discretionary, unit and testamentary trusts.

This includes taxation, distribution and net present entitlement issues, distribution resolution drafting, variations to trust deeds (both under a power contained in the trust deed and via Court order under the Trustee Act 1958), changes of trustees, appointment of successor appointors and guardians, general interpretation issues, and application of Duties Act 2000 exemptions.

In addition to our Smarter Law online entity trust establishment service, we have extensive experience in all aspects of trusts including:

For more information and an introduction to trusts read our Introduction to trusts.

Key Contact

Emma has extensive experience in advising clients in estate planning and estate administration, trust establishment, and ongoing administration, trust...

Related Thinking

Thinking| 10 Jul 2019

High Court provides certainty for corporate trustees: Amerind

On 19 June 2019, the High Court delivered its judgment in one of the most hotly anticipated insolvency judgments this year, the Amerind appeal: Carter Holt Harvey Woodproducts Australia Pty Ltd v The Commonwealth.1

Thinking| 07 Jun 2018

Succession planning trusts

Many individuals set up discretionary trusts for asset protection and tax reasons. However, standard trust deeds rarely comprehensively deal with succession on your death or incapacity.

Thinking| 28 May 2018

What happens to your digital wealth on death and incapacity?

The statistics relating to social media use and the extent to which our lives are online are startling. In Australia, there are 15 million monthly users of Facebook.1

When to review your client’s discretionary trust deed

Thinking| 23 May 2018

When to review your client’s discretionary trust deed

Discretionary trusts are usually established for tax and asset protection reasons. Given your client’s trust may hold a significant proportion of their wealth, it is important that the deed is up to date from a tax, asset protection and succession planning perspective.