Monday
9 February2026
CPA Australia City Taxation Discussion GroupTrust Issues & Trustee Obligations
This discussion group session will cover the following:
– Issues regarding lost trust deeds
– The exercise of Trustee & Appointor discretions
– Information rights of beneficiaries
– The availability of trust assets for family provision claims
SPEAKER: Stephanie Flegg | Partner | Bartier Perry |
Stephanie assists clients with taxation, trust law, estate planning, business succession and wealth protection services. She works closely with high-net-worth-individuals, business owners and corporate clients to develop robust strategies that protect wealth, manage risk and achieve long-term objectives.
Through taking the time to understand her client’s objectives, Stephanie provides clients with estate plans that minimise exposure to tax liabilities, business risks and family law disputes. Her work includes helping family business owners navigate succession planning, with tailored solutions that reflect the complexities of modern family dynamics and reduce the risk of future disputes. She also assists clients to understand complex tax and trust law to achieve overall objectives, ensuring clients understand the broader impact of their structuring decisions.
Stephanie presents to various associations, professional development bodies and private entities on her core areas of expertise, including Chartered Accountants Australia and New Zealand, Legalwise and accounting firms. Her industry recognition includes from Best Lawyers in Australia for wealth management and succession planning.
Please register your spot at https://citytaxation.com.au/courses-page/9feb26/
This discussion group session will cover the following:
– Issues regarding lost trust deeds
– The exercise of Trustee & Appointor discretions
– Information rights of beneficiaries
– The availability of trust assets for family provision claims
SPEAKER: Stephanie Flegg | Partner | Bartier Perry |
Stephanie assists clients with taxation, trust law, estate planning, business succession and wealth protection services. She works closely with high-net-worth-individuals, business owners and corporate clients to develop robust strategies that protect wealth, manage risk and achieve long-term objectives.
Through taking the time to understand her client’s objectives, Stephanie provides clients with estate plans that minimise exposure to tax liabilities, business risks and family law disputes. Her work includes helping family business owners navigate succession planning, with tailored solutions that reflect the complexities of modern family dynamics and reduce the risk of future disputes. She also assists clients to understand complex tax and trust law to achieve overall objectives, ensuring clients understand the broader impact of their structuring decisions.
Stephanie presents to various associations, professional development bodies and private entities on her core areas of expertise, including Chartered Accountants Australia and New Zealand, Legalwise and accounting firms. Her industry recognition includes from Best Lawyers in Australia for wealth management and succession planning.
Please register your spot at https://citytaxation.com.au/courses-page/9feb26/
17:303/111 Harrington Street SYDNEY NSW 2000 and CPA Australia City Taxation Discussion Group Zoom Webinar
