Date: 28 April 2026
Log on: 12.15 pm (Qld time)
Start: 12.30 pm
Finish: 1.30 pm
Cost: Complimentary
This webinar is part of a series. Register for both events below.
The webinars will be recorded, with a link to the recording circulated to all registrants afterwards.
The role of an appointor (also known as a principal or guardian) can be vitally important in a modern family discretionary trust.
Although this position is created entirely by the trust deed, many people are unfamiliar with what their trust deed actually says regarding the appointor’s powers, how they can act and how the role is transferred.
Join our expert legal team, Clinton Jackson and Keeghan Silcock, as they dissect the intricacies of appointor clauses in family trust deeds, drawing from situations where we have seen unintended disputes or outcomes.
This webinar will cover:
This session is essential for trustees, family advisers and professionals involved with family trusts who want to deepen their knowledge and ensure best practice compliance.
Date: 9 September 2026
Log on: 12.15 pm (Qld time)
Start: 12.30 pm
Finish: 1.30 pm
Cost: Complimentary
This webinar is part of a series. Register for both events below.
The webinars will be recorded, with a link to the recording circulated to all registrants afterwards.
Pensions are very common in SMSFs, and having proper pension documentation is essential for compliance and effective management.
However, when advising on SMSF pensions, we often find that the documents are insufficient, missing or do not say what people expect.
Join Scott Hay-Bartlem for an in-depth webinar on documenting pensions within SMSFs, including:
This webinar is ideal for SMSF trustees, advisers and legal professionals seeking clarity on pension documentation and best practices to safeguard fund interests.