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 explains the difference between e- and digital signatures

22 June 2021

In the June 2021 edition of Acuity, Nexus Law Group legal technologist and Group Principal Jeremy Duffy explains the difference between e- and digital signatures, "As the use of e-signatures increases exponentially, chartered accountants and their clients need to understand the difference between the two and the legal responsibilities implied with each."

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Nexus Group Principal Clarence Young appointed STEP TEP membership

29 March 2021

Nexus is proud to congratulate Group Principal Clarence Leung on his 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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