Taxation, Trust

9 February 2026 | Trust Issues and Trustee Obligations | By Stephanie Flegg, a Partner from Bartier Perry

Join us for a session with Stephanie Flegg from Bartier Perry on the topic of Trust Issues & Trustee Obligations.

Instructors

Henry Kwok Teddy Kosasih

159 Students enrolled

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Hybrid Event

This meeting will be held at the newly renovated office of the CPA Australia NSW and at the CTDG’s Zoom system. We encourage members to attend the event in person to engage with the Speaker/s.

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.

Continuing Professional Development Point (CPD Point)

This event will account for up to a maximum of 1.0 CPD Points per session.
A completion certificate will be issued via LMS after the event for attendees who check in with our staff and who have attended the session for more than thirty-five (35) minutes. We are unable to issue a certificate unless we have a record of your attendance.
Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.
You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.
You should only claim for the attended hours only.

Attend via Zoom Webinar

Our webinar will be provided via Zoom’s online Webinar platform in addition to the face-to-face meeting.
You can listen to the webinar either via internet audio or phone dial-in. If you dial in via phone, please email us your details and phone number for attendance records.
Zoom Webinars can be accessed on various platforms, including mobiles, tablets or laptops, etc. However, we will not be responsible for any costs incurred, such as internet charges in this regard.
You can directly access the Zoom Webinar via our LMS, but we recommend the use of Zoom applications for a better user experience, please ensure that you only install/download the Zoom software from Zoom’s website/iOS App Store/Google App Store, DO NOT download the Zoom’s software from other sources.
You will be automatically registered with Zoom, and you should receive Zoom’s registration confirmation email with the meeting details, no further registration is required. At the time of the meeting, simply click the link provided and the link will activate any pre-installed Zoom-related software and take you directly to the Webinar.
Please note that we will never ask you for any password or personal information, please do not provide such information to anyone.
To avoid last-minute technical issues, you should check if you are ready for Zoom.
Any questions, please email us or reach us at citytaxation.com.au.
We may not be able to resolve or attend to your needs during the webinar, but we will attempt to relay any questions to the presenter as soon as practicable.