About this Event
Please note that the CPA Australia's NSW office is now open for members, please join us at this event to experience the new renonvation of the office.
Join us for a session with Stephanie Flegg from Bartier Perry on the topic of Trust Issues & Trustee Obligations.
TOPIC: TRUST ISSUES & TRUSTEE OBLIGATIONS
This presentation would 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.
CTDG Members please refer to your newsletters for the special registration link. Non-members can pay the fees via Eventbrite and we will add you to our website with the membership.
Details:
- When: Monday, 9 February 2026
- In-person Attendance: 5:00 pm start (A light refreshment will be provided)
- Online Attendance: 5:30 pm start
- Where: CPA NSW Office, Level 3, 111 Harrington Street, Sydney NSW 2000
Notes:
- Spaces are limited, all in-person attendees must be registered
- A light refreshment (Pizza) and drinks will be provided
Event Venue & Nearby Stays
CPA Australia NSW, Level 3, Sydney, Australia
AUD 27.78
