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Listen "Can You Fix a Trust Deed Disaster? with Clinton Jackson"
Episode Synopsis
In Episode 17 of The SMSF Experts, Shelley is joined by Clinton Jackson, a partner at Cooper Grace Ward Lawyers, to discuss the complexities of trust deeds in SMSFs. Shelley and Clinton discuss the importance of having a tailored and flexible trust deed and share practical tips and strategies for ensuring the trust deed is up to date.(03:49) Understanding Trust Deeds: The Good, Bad, and Ugly(08:38) The Importance of Corporate Trustees(10:48) Challenges in Signing and Witnessing Deeds(17:22) Updating Trust Deeds: When and Why(20:27) Principal Employer Sponsors: Legacy Issues and Solutions(25:26) Case Studies: Trust Deed Disasters and Resolutions(29:51) Dealing with Trustee DisputesFollow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
Follow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
Follow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
More episodes of the podcast The SMSF Experts with Shelley Banton
Unpacking AI for SMSFs with Andy Forbes
08/07/2025
How Case Law Impacts SMSFs with Bryce Figot
29/04/2025
SMSF Strategies Unveiled with Liam Shorte
19/11/2024
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