Family Trust A Lawyers Perspective
Family Trust A Lawyers Perspective

Presenter: Allan Swan - Estate Planning Equation – Preventative Law

2 CPD Units in Professional Skills

This session will cover the following:

Types of Australian trusts
Reasons for family trusts
Establishing & funding family trusts
Separation of trading & non-trading assets
Bankruptcy protection + family law
Modified family trusts, eg capital reserved
Defining class of potential beneficiaries
Professional practice income restrictions
Section 100A reimbursement arrangements
Trust capital – specific entitlement v present entitlement
Amending trust terms
In perpetuity trusts & non-SA real estate
Winding up family trusts
Adjusting for ongoing family trusts in Wills
Reasons & options for other personal trusts


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