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How to deal with lost trust deeds – Upcoming webinar

The issue of a lost deed can create uncertainty and complications within a trust, including a superannuation fund. When critical documents are lost, the effects can be far-reaching and cause legal and administrative complexities.

Over the past four months, six important judgements have significantly evolved the law on lost deeds, providing greater certainty for trustees.

On Friday 7 July 2023, Bryce Figot of DBA Lawyers will present an informative webinar on navigating the challenges associated with lost documents. Bryce will summarise the six recent cases, providing valuable insights into key law changes. In light of the new law, Bryce will cover the best options to deal with:

  • Lost SMSF deeds
  • Lost pension documents
  • Lost family trust deeds
  • Lost unit trust deeds
  • Lost company constitutions

This webinar is designed to empower advisers with the knowledge and tools necessary to address the complexities and responsibilities surrounding lost documentation. This webinar will also provide practical tips on how advisers best position themselves to minimise liability and associated risks. With this knowledge, advisers will be far better placed to assist their clients in effective trust administration.

To register, click here.

DBA LAWYERS

9 June 2023

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