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Individual Podcasts

Dealing with Deficient SMSF Trust Deed Dilemmas

The trust deed is the framework of every self-managed superannuation fund, which can either enable the trustee to efficiently carry out the fund’s purpose, or cause roadblocks. This session explores what a best practice SMSF trust deed would look like; some of the problems a poorl

Date/Time

About the Podcast

The trust deed is the framework of every self-managed superannuation fund, which can either enable the trustee to efficiently carry out the fund’s purpose, or cause roadblocks. This session explores what a best practice SMSF trust deed would look like; some of the problems a poorly drafted trust deed can create; and issues to consider when updating a trust deed.

Featuring: Lisa To, Bartier Perry, Sydney

[24.14 minutes] [0.40 CPD

Presented By

Lisa To
Partner, Bartier Perry Sydney, NSW

Lisa provides clear advice across tax law, superannuation and trusts to reach her clients’ goals. With a strong understanding of the constant changes in revenue law and the super industry, she finds the best opportunities for her clients based on practical experience.

Lisa thrives on cutting through the complexity of tax, trust and superannuation law to get the results her clients need. Her passion for influencing legal policy means she is engaged with evolving legal issues, from new developments in state taxes to examining the ATO’s current auditing focus.

CPD Information

0.00 CPD Hours

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