SMSFs – payment of benefits after the death of a member – who decides?
TAKE AWAY POINTS If you have a self managed super fund, get advice from an experienced estate planni...
Post Office Wills – a closer inspection
Post Office (PO) Wills – as they are often called – are found in a pack in post offic...
Are you a director?
New and compulsory director identification number (director ID) – for all existing and future dir...
Rights of a beneficiary named in a Will – NSW
Beneficiaries are those listed to receive a gift in a deceased’s Will. The executors – who are...
Buying NSW residential real estate in a family trust – Traps
Traps when buying an investment property in a family trust can be: Land Tax; Foreign owner surcharge...
Has your superannuation become a substantial asset? If the answer is YES, this article is important.
Did you know… you cannot gift your superannuation to a family member when you die. With two except...
Christmas 2020 article – Top 5 reasons a Will needs updating
Number 5: Receipt of significant inheritance If you have received a significant inheritance it is ti...
How do Special Disability Trusts work?
A Special Disability Trust (“SDT”) for a family member with a severe disability or medical condi...
Trusts to avoid surcharge land tax in NSW – December 2020 deadline
Surcharge land tax applies to foreign persons who are owners of residential land in NSW. The law...
Do you have a digital register for your digital assets?
What are digital assets? Digital assets are more correctly called digital ‘records’. This is b...