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Hi, there are some trust deeds which exclude beneficiaries if they would otherwise be eligible to receive means-tested Centrelink benefits to ensure that those relatives nearing retirement are not negatively affected by the younger and wealthier family member. This could prove useful in such a...

Hi, yes. They also had - have - an issue with deeds and resolutions that allow for units to be redeemed for less than market value. When in unit trust mode for a particular property, the hybrid trust needs to actually be acting as a unit trust for that particular property. Simple.