With over 1 million trusts registered in Australia, rising ATO scrutiny, and increasing compliance complexity, this Masterclass provides an essential update for legal practitioners seeking to strengthen their advisory capabilities across the full lifecycle of trusts.
Managing Director, Simon Bennett, and Managing Partner, Leona Bennett, of Southern Waters Legal, will be presenting on Trusts in family law post Caldwell v Caldwell [2025] FedCFamC1F, providing guidance on practical implications, risk management, and application in family law matters. Simon Bennett will discuss Testamentary trusts and will drafting, offering practical insights into structuring and drafting wills to ensure trusts achieve their intended outcomes.
Attendees will also gain expert insights on:
- Trust variation and vesting
- Stamp duty considerations
- Emerging tax challenges
- Succession planning and cross-border estate matters
Event Details
- Date: Tuesday, 3 March 2026
- Time: 9:00 am – 5:15 pm AEDT
- CPD Units: 7 (Substantive Law)
To attend this session as part of your continuing professional development, please book via Legalwise. At Southern Waters Legal, we are proud to support ongoing learning and development within the legal profession, with our experienced solicitors contributing as thought leaders in their respective areas of practice.
