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: Reviewing your Estate Planning
Your estate planning documents are the key to ensuring your estate is managed smoothly and in accordance with your wishes. This covers the time from when you may lose your mental capacity, to after your death when your estate passes to the people you have selected to benefit from all your hard work. We are […]
Solution Brief: Testamentary Trust Options
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 […]
Solution Brief: Choosing your Executors and Trustees
This Solution Brief discusses the key considerations for choosing the Executors and Trustees for your Will. Your Executors are the people who will take care of your wealth after you have died. Their tasks include locating your Will, finding out what assets and liabilities you have, obtaining ‘Probate’ of your Will, and then carrying out […]
Solution Brief: Self-Managed Super Funds – Individual or Company Trustee?
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 […]
Is your reversionary pension really binding on your SMSF trustee?
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 […]
Should I include my children as members of my SMSF?
Including your children as members of your SMSF can be quite beneficial, but do you know the risks and disadvantages of doing so?
Appointing an enduring attorney to look after your SMSF while you’re overseas
If you are heading overseas for an extended period of time, and have a SMSF, then you need to do some housekeeping before you leave.
Why you need to update your SMSF Deed
You need an SMSF Deed that keeps pace with legislative and common law changes. A lot of the sophisticated strategies are only possible if your SMSF Deed is up-to-date and written carefully.