SMSF & Trusts

Can you distribute to another trust so long as the beneficiary (not trustee) is also a beneficiary of the new trust?

Yes. By way of general comment, if a trust is a beneficiary of the trust, then you can distribute to the beneficiary trust.

Please be advised this is general information only, and is not to be taken as legal advice. If you would like more information, or have a legal query, please contact Abbott & Mourly directly.
Reviewed: 17/01/2024