Please join us where our Partner Michael Bishop and Senior Lawyer Jess Tomlinson discuss the case Owies v JJ Nominees Pty ltd  [2022] VSCA 142 which dealt with:

  • obligations on a trustee to inform itself as to the needs of beneficiaries; and
  • consider those needs even If family circumstances break down.

Our firm previously presented a webinar on this case in September 2022, but given the importance of the case in the context of end of year planning for family trusts we are re-presenting it by way of an in person seminar.

This is an important case for any family which has a discretionary trust and for advisors of such trusts.

Date: Wednesday 7 June 2023
Time:  12:30pm – 1:30pm
Location:  Pointon Partners Offices – Level 14, 565 Bourke Street, Melbourne, Victoria, 3000
Lunch will be provided

Please RSVP by Monday 29 May 2023 to Lisa Ograk of Pointon Partners by clicking RSVP