Tax Seminar – The Family Trust in the 21st Century

The family trust remains one of Australia’s most effective tools for managing wealth and protecting assets. As legislation and family circumstances change, it’s essential to ensure your trust still achieves what it was designed to do.

In this session, taxation and superannuation experts Peter Bobbin and Stephen Lau will explore the key issues that can weaken a trust’s effectiveness and share how to maintain its benefits in the years ahead.

What will be covered:

• Common trust failures and how to prevent them
• Strategies for tax management, family law protection and asset preservation
• Key considerations when approaching vesting
• Ways to review and strengthen your trust to meet current and future needs

This session is ideal for anyone connected to a family trust, including families, business owners and advisers, who want clarity and confidence in how their structure is performing.

Join us for an insightful discussion designed to help you protect and future-proof your trust plus you can earn CPD points!

Places are limited – register early to secure your spot.

Can’t join us in person?

If you’re unable to attend in person, you’re welcome to register for our live stream webinar being held on 5 November. Register here.