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.
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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