Aug 26 2024 44 mins 1
In Episode 17 of The SMSF Experts, Shelley is joined by Clinton Jackson, a partner at Cooper Grace Ward Lawyers, to discuss the complexities of trust deeds in SMSFs. Shelley and Clinton discuss the importance of having a tailored and flexible trust deed and share practical tips and strategies for ensuring the trust deed is up to date.
(03:49) Understanding Trust Deeds: The Good, Bad, and Ugly
(08:38) The Importance of Corporate Trustees
(10:48) Challenges in Signing and Witnessing Deeds
(17:22) Updating Trust Deeds: When and Why
(20:27) Principal Employer Sponsors: Legacy Issues and Solutions
(25:26) Case Studies: Trust Deed Disasters and Resolutions
(29:51) Dealing with Trustee Disputes
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For more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
