• Who are the parties to a Discretionary Trust?
• Auto-Generated Trust Distribution Minutes
• Discretionary Trust and beneficiaries as per the NowInfinity Trust Deed
• Who is the settlor?
• Can the settlor of a Discretionary Trust change?
• Who is an appointor/principal of the Trust?
• Do trusts need to have a principal or appointor?
• Who are the Default Income and/or capital beneficiaries?
• How to remove a beneficiary
• What is an event of disqualification?
• What is the Vesting date of a Trust?
• What happens if the Deed is lost?
• Can the vesting date of the Trust be extended?
• Why does the company establishment suite of documents not have a declaration of trust where there is a shareholder who is acting as trustee for a trust?
• Does changing the name of the Trust cause resettlement or stamp duty issues?
• What are the consequences of a failure to deposit the settlement sum on the establishment of a discretionary trust?
• Is an unwitnessed trust deed still valid?
• Do courts allow for soft copies of signed trust deeds and other source documents to be admissible or are the original (physical) documents require?
• How is income defined under the NowInfinity Discretionary Trust Deed?
• Do NowInfinity allow never ending, or ‘perpetual trusts’?
• Does the NowInfinity Trust Deed address state based legislation issues?
• When should a discretionary trust be updated?
• Does the definition of ‘distributable income’ in the NI discretionary trust deed distinguish between ‘trust income’ and ‘taxable income
• Does the NI discretionary trust deed satisfy the rules to ensure it is not a ‘foreign trust’ for the purposes of land tax or foreign acquirer duty surcharges?
• Does the NI discretionary trust deal with the change of trustee provisions in NSW, WA & ACT?
• Discretionary Trust Capital Reserved Lineal Descendant
• Discretionary Trust (Fully Reserved Lineal Descendants)