This seminar examines recent court decisions impacting family trusts and their dealings. The cases cover a range of topics, including tax considerations for trust distributions to corporate beneficiaries, judicial approaches to extending vesting dates of trusts, and issues surrounding lost trust deeds. Additional discussions will explore trustee indemnity rights, the application of stamp duties to indirect land interests, procedural aspects of tax disputes, and anti-avoidance rules affecting income allocation through trusts. While varied, these decisions offer valuable insights for people managing and advising on trust structures.
During this seminar, John will cover:
- Trust distributions to corporate beneficiaries – FCT v Bendel [2025] FCAFC 15.
- Vesting Day amendment – Re Gengoult-Smith Family Trust [2024] VSC 189.
- Lost Trust Deeds – Application by Gainer Associates Pty Ltd [2024] NSWSC 1437
- Trustee Right of Indemnity – Naaman v Jaken Properties Australia Pty Ltd [2025] HCA 1.
- SA Stamp Duties Act (SDA) – Edge Developments Pty Ltd & Ors v Commissioner of State Taxation [2023] SASCA 88.
- SA Taxation Administration Act (TAA) and Payroll Tax Act (PRT). – Marmota Ltd v Commissioner of State Taxation [2025] SASCA II.
- Derivation of related person services income – Grant v FCT [2024] FCAF3 173.
John will also examine any other important court decisions relating to family trusts published before the seminar is run at the end of October. Join us to explore how these recent rulings inform effective trust administration and related dealings.
Date & Time
Thursday, 30 October 2025
1:00 pm - 2:00 pm
RSVP
For more information, please contact:
e: events@dwfoxtucker.com.au
p: 8124 1811
Venue
DW Fox Tucker Lawyers
L14, 96-100 King William Street, Adelaide SA 5000
Cost
No charge – event provided compliments of DW Fox Tucker Lawyers.
Light lunch will be provided.
