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Financial services regulatory activities for superannuation trustees in 2024.

With these top 10 priorities, 2024 brings increased regulatory scrutiny for superannuation trustees.

This paper considers specific provisions that should be included in 'smart', tax effective, discretionary trust deeds.

In a High Court of Australia decision that concluded an eight-year legal battle, Herbert Smith Freehills Kramer was successful in trust-related litigation that has significant lessons for families...

It is possible to protect assets in discretionary trusts from claims by third parties by a variation in the trust deed.

Australian bankruptcy law grants trustees powerful tools to investigate and reverse asset transfers made before bankruptcy. Understanding the distinction between legitimate long-term planning and transactions designed to defeat creditors is critical, as the timing, consideration, relationships, and statutory provisions governing recovery can determine whether pre-bankruptcy arrangements will withstand scrutiny under the Bankruptcy Act 1966.