Solution Brief: Avoid Surcharge Land Tax in NSW
What is surcharge land tax? In NSW, land tax is a tax on land you own at midnight on 31 December of the previous year. Surcharge land tax applies to residential land owned by a foreign person at midnight on 31 December of the previous year. Revenue NSW administers and collects land tax. There have […]
When Should you Change the Trustee of Your Trust?
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 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 […]
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: Education Testamentary Trusts
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 […]
Are testamentary trusts still ‘tax effective’?
Let’s get some perspective on this issue. What are the potential ‘tax benefits’ of including a testamentary trust in your Will? Further, what would happen if these ‘benefits’ were not available?
Presentation: PAFs – November 2022
Please find below a copy of the slide deck for our presentation on Private Ancillary Funds in November 2022 For further information about the issues raised in this Seminar, please contact us on 1300 654 590 or by email. To download our slide deck, enter your email below. [et_bloom_locked optin_id=”optin_67″] Download here [/et_bloom_locked] We are […]
Farm Trusts | Stamp duty relief on farm transfers in South Australia
A farm trust is a discretionary trust that is used to own land for primary production while also providing flexibility so the property can eventually be transferred to other family members. Asset protection, tax efficiencies, and ‘controlled succession planning’ are the key benefits of a farm trust.