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The latest developments in succession planning for trusts paper


This paper covers:

  • discretionary trusts
  • memoranda of wishes
  • switching off appointor and guardian powers                  
  • introduction of guardian
  • corporate appointors and guardians
  • the strategy in Fischer & Nemeske Pty Ltd
  • trust splitting.


Author profiles

Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
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Lisa Monaco
Lisa is a solicitor at Birchstone Tax Law specialising in providing estate planning services to high net worth individuals. She regularly works with trusts, private companies and superannuation from an estate planning perspective. Lisa completed a Masters in Estate Planning at the end of last year. Her background includes practising family law in WA. - Current at 16 December 2020


This was presented at 51st Western Australia State Convention .

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Individual sessions

What’s current and where to next with the R&D tax incentive – An adviser’s and administrator's perspective

Author(s):  Steve Carroll,  Scott Parkinson,  Greg Thomas

Materials from this session:

Related party financing – State of play

Author(s):  Shahzeb Panhwar,  Niv TADMORE

Materials from this session:

What do self-driving cars, game-playing robots and tax have in common?

Author(s):  Belinda TOWNSEND,  Zane Duncalf

Materials from this session:

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