What is a trust, how are they taxed, and which one should you choose?

By |2021-09-21T02:13:52+00:00September 21st, 2021|TRUSTS, TRUSTS ARTICLES, Uncategorized|

Introduction A trust is a relationship between: the trustee (who holds the legal title to trust assets for the benefit of the beneficiaries); and the beneficiaries (on whose behalf and benefit the trust assets are held). Are there different types of trusts? Yes. There are different types of trusts, for example: discretionary trusts; fixed trusts [...]

How to rectify a trust deed

By |2021-08-15T08:41:21+00:00July 19th, 2021|TRUSTS, TRUSTS ARTICLES|

How to rectify a trust deed Introduction As an accountant, financial planner or someone with your own trust, you may wonder what lawyers look for when rectifying a trust deed or how they go about it. Rectifying a trust deed corrects one or more mistakes in the trust deed which does not accord with [...]

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How to Change an Appointor/Principal/Guardian

By |2021-08-15T08:41:30+00:00July 19th, 2021|TRUSTS, TRUSTS ARTICLES|

Introduction As an accountant, financial planner or someone with your own trust, you may wonder what lawyers look for when changing an appointor/principal/guardian (Consenting Party) or how they go about it. The process The process involved in changing an appointor is as follows: review the trust deed and any previous amendments, changes of trustee [...]

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How to change a trustee

By |2021-08-15T08:41:38+00:00July 19th, 2021|TRUSTS, TRUSTS ARTICLES|

Introduction As an accountant, financial planner or someone with your own trust, you may wonder what lawyers are looking for when changing a trustee or how they go about it.  The process The process involved in changing a trustee is as follows: review the original trust deed and any previous amendments, changes of trustee [...]

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How to amend a trust deed

By |2021-08-15T08:41:46+00:00July 19th, 2021|TRUSTS, TRUSTS ARTICLES|

Introduction As an accountant, financial planner or someone with your own trust, you may wonder what lawyers look for when amending a trust deed or how they go about it. The process The process involved in amending a trust deed is as follows: review the original trust deed and any previous amendments, changes of [...]

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