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Letter of Advice for Trust Resolutions and Testamentary Trusts
The Owies case has been a turning point in terms of the Trusts. It is important to discuss the implications of this case and section 100A of the ITAA 1936 and take into account the needs of beneficiaries. This general letter of advice can be shared with your clients while highlighting the importance of trust distributions.
*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.