Acting as a trustee carries significant legal and fiduciary responsibilities, whether undertaken by an individual or a corporate entity. Trustees are required to exercise care, diligence, and good faith in managing trust affairs, while also complying with a range of statutory obligations.
This presentation will explore the key risks and common pitfalls faced by both Corporate and Individual Trustees under the Trustee Act 1936 (SA). It will examine the duties imposed on trustees, including obligations relating to record keeping, administration, and compliance with the Trustee Regulations.
The session will also consider the consequences of failing to meet these obligations, including exposure to personal liability, disputes between beneficiaries, regulatory scrutiny, and, in some cases, the removal of the trustee altogether.
This seminar is ideal for accountants, financial advisors, business owners, directors, and professionals involved in trust structures or estate and succession planning.
Thursday, 22 October 2026
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
Level 14, 100 King William Street, Adelaide SA 5000
Cost
No charge – event provided compliments of DW Fox Tucker Lawyers.
A light lunch will be provided from 12.45 pm.
