| Sep ’10 |
| 8 |
| 12:00 pm |
Date: Wednesday 8 September 2010
Time: 12.00 noon – 1.00pm | Duration: 1 hour
Key areas covered
The new definition of beneficiary income
- How does the new definition apply?
- When does it apply?
- Does it apply to all trusts?
- Options available to a trustee if income has been paid out after the six-month period and the deed of trust has an income capitalisation clause that has not been varied to address the new definition.
Penny & Hooper
- Is the trust/company structure still a safe trading model?
- What safeguards can be put in place for existing structures?
- Below-market salary – when is it OK?
Governance
- Reviewing powers of appointment
- Trustee unanimity vs majority decision-making.
Who should attend
Lawyers, accountants or trustees who need to remain current. This session would be of particular relevance to advisers working in the area of asset and estate planning.


Recent comments