PRIVATE CLIENT SERVICES

Trusts

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What we do

We have extensive experience as trusts and estates practitioners on the creation, administration and windup 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 they 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, as appropriate, for trustees and beneficiaries of trusts.

Lawyers

Expert Updates

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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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Foreign Beneficiaries in a Discretionary Trust

10 December 2019

Many discretionary trusts have wide pools of potential beneficiaries as to both income and capital of the trust.
Strictly speaking, the very …
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