SMSF & Trusts

For the Beneficiary of the Normal Discretionary Trust Deed, will Family Lineage Include the Future Spouse of their Kids?

No. If the kids are already married, their spouse can be added as beneficiary by name.

 

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