Trusts are wound up when vested or on an earlier date for wide-ranging reasons. However, this seemingly routine rite of passage of trust is not always smooth sailing. This session will address a range of issues from legal and accounting perspectives including:

• Trustees’ duties and obligations during and post-wind up;
• Beneficiary rights; and
• Correctly accounting for tax and GST.

Further details coming soon.

Learning Outcomes

Presenters

Vicki Ammundsen, Director, Vicki Ammundsen Trust Law Limited
Roger Thompson, Director, Bentleys Chartered Accountants Limited