Materials comprised of a Paper and PowerPoint Handout.
Event Date:
20 August 2026
Presenters:
Tammy McLeod Managing Director, Davenports Law
Holly Kirkpatrick Associate, Davenports Law
Synopsis:
This paper will examine the statutory disclosure obligations introduced by the Trusts Act 2019, which has significantly redefined trustees’ duties in relation to beneficiary information. Participants will gain a practical understanding of the presumption in favour of disclosing basic trust information, the statutory grounds for withholding disclosure, and the interpretive approaches emerging in case law.
The paper also considers the evolving scope of trustee discretion and its impact on trust administration, documentation standards, and risk mitigation strategies.
These Materials will help you:
Understand the key disclosure obligations imposed by the Trusts Act 2019, including the presumption of disclosure and exceptions.
Apply the statutory factors trustees must consider when deciding whether to withhold trust information.
Recognise practical challenges and legal risks arising from disclosure duties in common trust scenarios.
Intended Audience:
This paper is intended for all lawyers advising on trusts, including those practising in private client, property, family, and litigation contexts.
