This presentation covers:
- family discretionary trusts and self-managed superannuation funds (SMSFs):
- discretionary decision-making process
- should decisions be recorded?
- protecting trustees and trust assets
- finding weak points in a trustee's decision
- large superannuation funds:
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- are trustee obligations different to SMSF and family trust trustee obligations
- assisting clients aggrieved by a trustee's decision.