SMSF & Trusts

Is there a deed of variation for the exclusion of a beneficiary for a Trust?

You can use the Change in Positions (Discretionary Trust) to exclude a beneficiary. 

 

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 LY Legal through the Surge App.

Last Reviewed: 08/08/2025

Last Updated: 08/08/2025