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Draft legislation also seeks to implement a raft of proposals from Budget 2021 

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Expanded trust reporting requirements announced four years ago were set to be effective, but feds still haven’t passed legislation to enable them

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Factors to consider when setting aside funds for minors

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Complex relationships are increasing the risk of litigation

  • By: Staff
  • November 29, 2021 November 29, 2021
  • 15:05
father and son

Clients considering the strategy must take extra care

coins in a row

Trustees must balance the interests of income and capital beneficiaries amid economic uncertainty

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The agency will not charge penalties and interest if payments are made by the new deadline


Oak Trust offers trust administration, estate settlement and wealth management services

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Use these tips to protect an inheritance


Bjorn Frohnsdorf succeeds Scott Scobie in the role

  • By: Staff
  • April 14, 2020 April 14, 2020
  • 11:39