Can You Fix a Trust Deed Disaster? with Clinton Jackson
Description
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
Follow Shelley: Linkedin
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
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