Solution Brief: Individual or Company Trustee? (SMSFs)
We often get asked whether it is better to have a ‘company trustee’ or ‘individual trustees’ for a self-managed super fund. This question gets asked both when we are setting up a new super fund, and when we are reviewing an existing super fund. In our view, the short answer is that it is better […]
Solution Brief: Why you need to update your SMSF Deed
The Government just can’t help itself but tinker with super. Our courts then need to interpret what it all really means, so we know exactly what we can and can’t do. Put simply, super never stands still. But it remains worthwhile hanging in there, because you can still save a material amount of tax. Super […]
Solution Brief: Super and your estate planning
It’s official: super isn’t part of your estate. A recent Federal Court Decision highlights the risk of failing to consider one of your biggest assets – your super – as part of your estate plan. The recent Federal Court Decision in Stock (as Executor of the Will of Mandie, Deceased) v N.M. Superannuation Proprietary Limited […]
What happens when a trust ends?
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Andrew Andreyev chats with Tax Talks about asset protection trusts
An asset protection trust (aka equity split) does not give you 100% protection but it helps. In another episode, we already touched on asset protection trusts as the fifth layer of asset protection. In this episode, Andrew Andreyev drills deeper into this. You can listen to our insights here or below. You can read more […]
Solution Brief: Property Investment Structures
Budget Update Notice: The 2026/27 Federal Budget contains proposals that may affect the information in this article. As at the date of this notice, these are proposed measures and have not yet passed into law. We are reviewing and updating our content as the legislative process progresses. If you are making a decision based on […]
Can your ex-partner claim some of your inheritance if you separate?
If you have received an inheritance either during the relationship or after the separation, you may be wondering how the Family Court will treat that inheritance – will it be quarantined from the asset pool or be included?
Solution Brief: Family Law Financial Settlement (Consent Orders)
The who, what, when and why of Consent Orders If you have separated from your partner (whether from a marriage or a de facto relationship), you will need to consider the division of your property. If you and your former partner have reached an agreement about how to split your finances, there is no need […]
Solution Brief: Binding Financial Agreements – What to expect
You’ve decided that a BFA is right for you. So what happens next? Step 1: Instructions The first step is for you to find a lawyer to brief on the background of the matter and what you want to achieve from the Binding Financial Agreement (‘BFA’). Your lawyer will need to have a clear idea […]
Solution Brief: Binding Financial Agreement
Agree upfront and avoid costly disputes down the track. What is a Binding Financial Agreement? A ‘Binding Financial Agreement’ (or ‘BFA’) is a way for couples to record how they will divide their assets and liabilities if their relationship breaks down, or if their relationship has already broken down. What are the benefits of a […]