On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted.

Best practice dictates that investment be made in the approaches to be adopted well before the end of any financial year.

True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including:

1. options in relation to streaming of capital gains

2. how to align distribution resolutions with trust deed provisions

3. managing the consequences of family trust elections and interposed entity elections

4. trustee resolutions post Lewski

5. factoring in the impact of second order consequences, including under the family law regime

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #49 – When Trust Distributions Go Bad

PODCAST: #5 – Failed Trust Distributions

Listen to View’s previous episodes here