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You have until 12 PM 31 December 2001Warning! If anyone in your clients Family Trust is getting Centrelink benefits, you need to act soon. This affects: 1. Trustees. 2. Corporate Trustees. 3. Appointors/Guardians. 4. General and specific beneficiaries. 5. Anyone that “looks” like they are in control. This kit has been prepared to assist Advisers, Accountants and Lawyers in ensuring that the forthcoming Centrelink changes do not adversely affect your clients. The kit includes: 1. Fax back form to arrange appointment for your client. 2. Checklist of things to be brought into the appointment.
For
information on how the Centrelink changes affect Family Trusts, see the Brett
Davies Lawyers Paper “Centrelink Trust Reform”. You can get a copy of
the paper from our web site at: You have until midnight 31 December 2001 to get affairs in order to deal with Centrelink and Family Trusts.
Download your Centrelink/Family Trust Review Kit here: |
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