About Instructor

Matthew Burgess

Matthew Burgess

0403 209 977

Trust structuring

The concept of a trust is in theory relatively simple – one party (the trustee) holds assets for the benefit of others (the beneficiaries).

Counterintuitively, the relative simplicity of there being only a few core elements has meant there are almost a limitless range of approaches to the structuring of trusts.

The trust structuring course in View University is designed to provide participants with a strong working knowledge of all key aspects relevant to structuring and restructuring trusts.

Section 1: Overview
Lecture 1 - Summary of Course
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Lecture 2 - Overview summary
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Section 2: Trust Creation
Lecture 3 - Lineal descendant trust
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Lecture 4 - Division 6AA and child maintenance trusts: there are advantages, but pitfalls too
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Lecture 5 - What exactly is a lost trust deed?
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Lecture 6 - Trust deed tip
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Lecture 7 - Trust Structuring – Trust Creation
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Lecture 8 - Creating and maintaining a trust
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Lecture 9 - When a power to vary is not a power to vary
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Lecture 10 - Small i income
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Lecture 11 - Lost wills compared with lost trust deeds
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Lecture 12 - Prohibitions on trust deed variations
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Lecture 13 - Trust Structuring – Trust Creation
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Lecture 14 - Appointor succession – choose wisely
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Lecture 15 - Always ‘read the deed’
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Lecture 16 - The court’s approach to lost trust deeds
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Lecture 17 - Trust Structuring – Trust Creation
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Section 3: Trust structuring
Lecture 18 - Typos and big legal bills
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Lecture 19 - Deeds of variation and stamp duty
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Lecture 20 - Lost trust deeds – only a problem when it’s too late
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Lecture 21 - Review of trustee’s decision
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Lecture 22 - Trust Structuring – Trust Structuring
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Lecture 23 - Family trusts
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Lecture 24 - Trust establishment 101
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Lecture 25 - Settlement sums
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Lecture 26 - Lost trust deeds – a leading decision
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Lecture 27 - Leading case about fettering of a trustee’s discretion
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Lecture 28 - Trust Structuring – Trust Structuring
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Lecture 29 - When a fettering of discretion is ignored
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Lecture 30 - Extension to vesting dates – some lessons from Re Arthur Brady Family Trust; Re Trekmore Trading Trust
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Lecture 31 - Lost trust deeds and deeds of variation
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Lecture 32 - Trust Structuring – Trust Structuring
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Section 4: Bonus material
Lecture 33 - Flyer – trust overview
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Lecture 34 - Family discretionary trust checklist
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Lecture 35 - Fixed unit trust checklist
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Lecture 36 - Article – bust proofing trusts
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