About the event
Registrations are now closed. Please note registrations close 1 hour before the webinar.
Whilst trusts are commonly used for a wide variety of purposes, there are a surprising number of them with serious problems. The impact of this on clients can be catastrophic. This session will provide practical guidance and examine:
- What are the basic requirements to ensure that you have a valid trust structure?
- Can the same person be Trustee, Appointor, Guardian and a beneficiary?
- Some common misconceptions of what you can and can’t do in establishing a trust.
- Rectifying initial problems.
- Options if a trust deed cannot be found.
- The use of a company as Appointor or Guardian
- Guidance on trusts that have exceeded their vesting date.
- Trusts coming to the end of the 80 year perpetuity period.
- Useful cases.
The session will provide insights from experienced legal and accounting practitioners.
Level: General
Author Profiles
Chair: Jocelyne Boujos
Principal, Boujos Legal
Chair: Jocelyne Boujos
Jocelyne is the Principal of Boujos Legal and has practised in commercial and taxation law for over 30 years. She advises clients including indigenous charitable trusts, in relation to taxation and trust matters including superannuation issues and estate planning. Jocelyne commenced practice in the Australian Taxation Office as Principal Prosecution Officer and Senior Advising Officer, and has lectured at the University of Western Australia in the Master of Taxation and Master of Business Administration degrees. She is the Senior Vice President of the Law Society of Western Australia and a member of the Taxation Committees of the Law Council of Australia and the Law Society of Western Australia, and is a trustee of the Graduate Women Education Trust.
Grahame Young
Barrister, Francis Burt Chambers
Grahame Young
Before joining the WA Bar in 2001, Grahame was a partner in a national law firm. Since joining the Bar his work centres on transactional taxes and the structuring and restructuring corporate and family groups. Grahame is a regular presenter to professional bodies and has written many articles principally on taxation and trusts and is the author of Duties Legislation Western Australia. He was named the Best Lawyers ® 2020 Tax Law “Lawyer of the Year” in Perth and Included in The Best Lawyers ® in Australia 2020 in the fields of Trusts and Tax Law. He a committee member of STEP WA, a member of the Taxation Committees of the Law Society of WA and the Law Council of Australia, a guest lecturer for the Master of Taxation course at the University of WA and has received the Meritorious Service Award from the Taxation Institute.
Loreena Gillon
Director, Arithmos Chartered Accountants
Loreena Gillon
Loreena Gillon, FCA, CTA & TEP is the Director of Arithmos Chartered Accountants, a niche chartered accounting firm operating in West Perth, and has done so for the past 23 years. Her practice has a client base of predominantly professionals, all of whom operate & manage their affairs through various structures, including Trusts and Self Managed Superannuation Funds. Prior to establishing her chartered accounting practice Loreena worked for accounting firms in the business services area. Loreena is a regular presenter for a number of professional bodies, with her area of special interest being Deceased Estates and Estate and Succession Planning.
Course Details
Date & Time:
Wednesday, 21 October 2020 1:00pm – 2:00pm
Venue:
At your desk
Delivered live online
CPD Points:
1.0 Point Competency 4: Substantive Law
Price:
CPD Freedom: $0*
Member: $125
Non-Member: $200
Registrations are now closed. Please note registrations close 1 hour before the webinar.
*Before you book, do you have CPD Freedom?
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Date & Time:
Wed, 21 October 2020 1.00pm - 2.00pm
CPD Points:
none Points Professional Management
none Points Professional Responsibility
Points Skills
none Points Ethics
Price:
Member:
$
Non-Member:
$