Tuesday, 3 March 2026
Description
Attend and earn 1 CPD unit in Substantive Law
This program is applicable to practitioners from all States & Territories
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Trust Vesting: A Theoretical and Practical Perspective
- What is ‘vesting’ of a trust
- What is the ‘rule against perpetuities’
- What are the trust law implications of vesting
- What are the tax law and duty implications of vesting
- How can you manage vesting of a trust
- Can you extend the vesting date
- Can you seek Court approval to extend the vesting date
- What can you do if a trust has already vested
Presented by Elizabeth Burnheim, Consulting Principal, Keypoint Law
Chair
Brett Young, National Tax Director, Nexia Australia
Presenters
Brett Young, National Tax Director, Nexia AustraliaWith over 30 years of experience as a Chartered Accountant and a tax lawyer, Brett brings thorough tax expertise and commercial insight to the Nexia Australia team. He delivers practical, result-driven solutions, whether it’s addressing technical tax matters or a broader business or legal challenge. As National Tax Director, Brett leverages his extensive expertise to provide tax technical, strategic, and training support to the Nexia team nationwide. He is committed to keeping everyone informed of the latest developments by delivering clear, commercially focused tax insights through regular sessions and articles for both the team and their clients. Brett provides expert advice in numerous areas of taxation. He can provide advice on business taxation, business and investment structuring, capital gains tax, international tax planning, transfer pricing, GST, state taxes and salary packaging, including fringe benefits tax. Brett is passionate about advising clients on their business decisions and takes great satisfaction in helping his clients succeed and generate wealth
Elizabeth Burnheim, Consulting Principal, Keypoint Law
Elizabeth is a specialised superannuation and taxation lawyer. She is experienced in handling complex taxation issues, often involving assisting high-net worth clients, business owners, trustees and beneficiaries of trusts, advising on business and investment structures for payroll tax purposes such as de-grouping applications and payroll tax audits. Elizabeth works across a wide range of matters, from assisting SMSFs acquire property using limited recourse borrowing strategies, to large payroll tax audits, to amending trust deeds for NSW Surcharge Purchaser Duty, to complex estate planning matters involving inter vivos and testamentary trusts. Elizabeth often presents at internal and external seminars and various tax discussion groups around Sydney and for The Tax Institute and Legalwise. She has also written multiple articles for the Australian Shareholder’s Association monthly publication. Elizabeth is regarded by her clients as knowledgeable, helpful and precise. She places significance on ensuring a comprehensive understanding of her clients’ circumstances to enable the best possible outcome.