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Trust deed
- Will(s)
- Wishes
- Enduring powers of attorney
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Law changes effecting trust deed.
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Has the initial settlement been made (often $10)?
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Have acknowledgements of debt been completed for all asset transfers to the trust?
- If joint settlors are debts split evenly between them?
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Were opening minutes completed?
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Were minutes completed at last review?
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Trust bank account:
- Check to ensure no intermingling with personal accounts.
- Ensure all trustees signatories?
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When to review:
(a) at gifting?
(b) within 6 months of 31 March?
(c) at tax return/accounts completion?
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