Binding Financial Agreements: What to Expect
You’ve decided that a Financial Agreement is right for you. So what happens next?
Special Disability Trust – Solution Brief
This Brief outlines the structure, use, eligibility requirements and benefits of Special Disability Trusts
Can the trustee of your discretionary ‘family’ trust make a distribution to itself?
The short answer is that it depends on whether the trustee first falls within the class of potential beneficiaries, and then whether the trustee is specifically excluded from benefiting.
Can you benefit from a trust you have made a gift to?
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 […]
What is a Special Disability Trust and why would you need one?
A Special Disability Trust (SDT) is a special type of trust that allows parents and immediate family members to plan for current and future needs of a person with severe disability. The trust can pay for reasonable care, accommodation and other discretionary needs of the beneficiary during their lifetime.
Getting your trust distributions right
Take advantage of our year-end trust distribution minute review service
Essential things you need to know about SMSFs with only 1 member
This briefing note discusses your options for appointing a trustee for your self-managed super fund, and what happens if you lose mental capacity, die, or leave the country.
Co-Ownership Agreements v. Binding Financial Agreements: Which one is right for me?
If you are purchasing a property with someone else, having an enforceable agreement in place can reduce the risk of an expensive separation. We can help you make sure you get the right document.
Happy Birthday to the PPSA!
The Personal Property Securities Act (the PPSA) celebrated its 1st birthday on 30 January 2013. However, the way the PPSA applies to internal business structures is frequently overlooked.
Getting creative with your super nominations
Super nominations do not need to be as boring (and perhaps as inappropriate) as “I nominate my spouse to receive 100% of my super”. Set out below are 7 ways to get creative – and more effective – with your super nominations.