PRIVATE CLIENT SERVICES

Trusts

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What we do

We have extensive experience in establishing, managing and vesting (ending) a wide range of trust structures, including:

  • Testamentary trusts
  • Lifetime family trusts
  • Special disability trusts for vulnerable clients
  • Superannuation trusts.

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How we do it

We advise trustees and/or the beneficiaries to whom trustees are accountable about the appropriate discharge of the trustees’ duties, and the operational requirements for the trust arising from the terms of the trust deed and its day-to-day operations.

Who We Do It For

We act for trustees and beneficiaries of trusts.

Lawyers

Expert Updates

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Nexus Private Client Services team appointed STEP TEP membership

29 March 2021

Nexus is proud to congratulate Group Principal Clarence Leung and lawyer Zabina Naem on their TEP membership appointments to STEP.

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Impending 31 December 2020 deadline for changes to Discretionary Trusts

26 October 2020

If you are a trustee or beneficiary of a discretionary trust that owns property in NSW, your trust deed may require amendments that exclude ‘foreign persons’ as beneficiaries by 31 December 2020 to avoid additional surcharges.

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Covid-19 Update – New rules for signing your Will and Power of Attorney

23 April 2020

The NSW Government have brought regulations to remove the requirement that a witness be physically present when witnessing the execution of certain documents.
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