The SMSF Experts Podcast 17: Can You Fix a Trust Deed Disaster?

In Episode 17 of The SMSF Experts, Shelley is joined by Clinton Jackson, a partner at Cooper Grace Ward Lawyers, to discuss the complexities of trust deeds in SMSFs. They cover the common mistakes and pitfalls that can lead to trust deed disasters such as outdated provisions, ineffective amendments and invalid death benefit nominations.

Shelley and Clinton discuss the importance of having a tailored and flexible trust deed, and the ongoing debate over corporate versus individual trustees. They also share practical tips and strategies for ensuring the deed is up to date by covering:

1. The essentials of a quality trust deed
2. What makes a trust deed valid
3. How to deal with issues and challenges