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Reply: 1.1.1.1.1.1.1.1.1.1.2.1.1 From: Dale Gatherum-Goss Hi Paul! Yes, the appointor, or guardian, as they are also known sometimes depending upon the wording of the trust. Cheers Dale

Reply: 1.1.1.1.1.1.1.1.1.1.2 From: Dale Gatherum-Goss Hi Paul! Yes, most deeds, when written properly and carefully cover your situation nicely. Being a discretionary trust, the trustee retains complete discretion so it won't matter how many of those little dreamspinners come back to haunt...

Reply: 1.1.1.1.1.1.1.1.1.2 From: Dale Gatherum-Goss Hi Yes, if one of the specified beneficiary's in the first trust is also a beneficiary of the 2nd trust, then the 2nd trust is a beneficiary of the first trust. Sounds like a Chinese torture puzzle, doesn't it?! I'm sorry that I was not...

Reply: 1.1.1.1.1.1.1.1.1.1.1 From: Dale Gatherum-Goss Yes, Paul, that is right. Still, I love a challenge and you CAN beat them! Have fun Dale

Reply: 1.1.1.1.1.1.1 From: Dale Gatherum-Goss Hi Do NOT add beneficiaries to a Trust under any circumstances!!! To do so could crystalise CGT and stamp duty in one foul and ugly swoop. If your trust was created properly, you should be able to automatically include just about everyone...

Reply: 1.1.1 From: Dale Gatherum-Goss Hi I like the concept of "bearer shares" however to the best of my knowledge, we do not have the laws that make them possible in Oz. There are specific rules that relate to the transfer of shares in a property owning company for Stamp duty purposes...