SMSF & Trusts

Do you have any documentation that explains why a corporate trustee shouldn't be a beneficiary of the trust that it is the trustee for?

See the link below;

https://www.ato.gov.au/general/trusts/trustees-and-beneficiaries/

 

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