Trust Beneficiary

Trust Beneficiary

Trust Beneficiary 7 Contents What is a Trust Beneficiary?  Types of Trust Beneficiaries  Beneficiaries of a Family Trust  Rights of Trust Beneficiaries  Duties and Obligations of Trustees to Beneficiaries  Tax Implications for Trust Beneficiaries  What is a Trust...
Corporate Trustee

Corporate Trustee

Corporate Trustee 7 Contents What is a Corporate Trustee?  Advantages of Having a Corporate Trustee  Disadvantages of Using a Corporate Trustee  Recommendations for Registering a New Company  How to Choose the Right Corporate Trustee  Steps to Establish a...
Individual Trustee

Individual Trustee

Individual Trustee 7 Contents What is a Trustee?  What is an Individual Trustee?  Member and Trustee Requirements  Duties of an Individual Trustee  Multiple Co Trustees and Shared Responsibility  Benefits of an Individual Trustee  Drawbacks of an Individual...
Unincorporated Association

Unincorporated Association

Unincorporated Association 7 Contents What is an unincorporated association? Choosing an unincorporated association as your charity’s legal structure Establishing guidelines for unincorporated associations Registering an unincorporated association’s name...
Incorporated Association

Incorporated Association

Incorporated Association 7 Contents What is an incorporated association? Eligibility criteria for incorporation Key steps for incorporating an association Powers of an incorporated association Mandatory provisions in the association’s rules Key responsibilities...
Unit Trust

Unit Trust

Unit Trust 7 Contents What is a unit trust? What is the purpose of a unit trust? Eligibility of unit holders Factors influencing unit holder selection Key components of a unit trust How to establish a unit trust Advantages and disadvantages of investing in a unit...
Unit Trust

Family Trust

Family Trust 7 Contents What is a family trust? Key parties in an family trust Characteristics of discretionary trusts Why create a family trust? When to establish a family trust Key steps to establish a family trust Advantages and disadvantages of establishing a...