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Recorded Webinars

Recorded Webinar: Designing Trust Structures – Splitting, Restructuring and Variation

Restructuring of trust assets are sometimes necessary, but with the ATO’s crackdown on trust splitting and cloning, advisers need to consider other tax effective options. This session looks at the options for restructuring trust assets, with a focus on the following:
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

Restructuring of trust assets are sometimes necessary, but with the ATO’s crackdown on trust splitting and cloning, advisers need to consider other tax effective options. This session looks at the options for restructuring trust assets, with a focus on the following:

  • Restructuring a family trust – overview of trust splitting and cloning
  • Does the trustee have necessary powers to restructure trusts?
  • Umbrella trusts and creation of sub-trust arrangements
  • Using CGT concessions and rollovers to transfer assets
  • Using loan agreements and capital distributions to achieve similar outcomes
  • The risk of resettlement when amending a trust deed
  • Case update, including McNee v Lachlan McNee Family Maintenance Pty Ltd - [2020] VSC 273

Presented By

Matthew Burgess
Director, View Legal Australia,

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in trust related matters. This webinar is for practitioners with basic knowledge in this area.

CPD Information

Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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