5 09, 2017

How to direct particular super assets to particular beneficiaries

2017-09-05T09:11:32+09:30

A key benefit of having your super in a SMSF is that you can choose who ultimately benefits from particular assets within your fund when you die.

How to direct particular super assets to particular beneficiaries2017-09-05T09:11:32+09:30
9 06, 2017

What do I need to know about setting up a Public (or Private) Ancillary Fund?

2019-11-22T07:22:26+09:30

An 'Ancillary Fund' is a special type of trust that can be used to collect and distribute donations for charitable purposes. The Fund can be set up through a trust deed while you are alive, or through your Will. Importantly, the Fund does not undertake charitable work itself, but can be used as a collection point to pool donations and then distribute them to charities and causes, as decided by the trustees.

What do I need to know about setting up a Public (or Private) Ancillary Fund?2019-11-22T07:22:26+09:30
31 05, 2016

Is your commercial lease compliant with the PPSR regime?

2019-02-01T07:49:41+09:30

Is your commercial lease compliant with the PPSR regime? You need to know the answer to this question. Everyone has heard about the Personal Property Securities Register (PPSR), which came online on 30 January 2012. The implications of the new registration system are still not widely known. For many people the need for registration is only discovered after it is too late.

Is your commercial lease compliant with the PPSR regime?2019-02-01T07:49:41+09:30
18 10, 2012

Binding Financial Agreements – The basics

2019-04-05T14:42:28+09:30

A ‘Binding Financial Agreement’ is a way for couples to put in writing what they would like to happen to their property if their relationship breaks down, or if their relationship has already broken down and can avoid costly disputes.

Binding Financial Agreements – The basics2019-04-05T14:42:28+09:30
24 09, 2012

Why do I need to think about what happens to my super when I die?

2019-05-30T10:09:32+09:30

If you die with money left in super, there are a number of things you need to think about. Most importantly, who will get your super, and what tax will be payable?

Why do I need to think about what happens to my super when I die?2019-05-30T10:09:32+09:30
5 09, 2012

Take care to make sure your family trust update is effective

2019-02-14T07:22:19+09:30

Not all Trust Update Services are equal (or in some cases, even necessary...). Before you get your trust deed updated, make sure that it's necessary and that the changes will achieve what they need to.

Take care to make sure your family trust update is effective2019-02-14T07:22:19+09:30
2 09, 2012

How much should I spend on a Will?

2017-11-20T08:55:07+09:30

It is similar to buying a car – up to a certain price, you get what you pay for. But getting your estate planning done correctly is a little more important than buying a car – you only die once. Here are some things to weigh up when considering your options.

How much should I spend on a Will?2017-11-20T08:55:07+09:30
1 09, 2012

SMSF – Individual or company trustee?

2018-02-02T14:20:44+09:30

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.

SMSF – Individual or company trustee?2018-02-02T14:20:44+09:30
1 09, 2012

Find out what you can do with a ‘testamentary trust’ in your Will

2017-11-20T08:57:34+09:30

'Testamentary Trusts' come in all shapes and sizes. From the very simple, to the super sophisticated. This article discusses some of the more common options you may wish to consider for your Testamentary Trusts.

Find out what you can do with a ‘testamentary trust’ in your Will2017-11-20T08:57:34+09:30
1 09, 2012

How do I use superannuation to minimise taxes, protect and build wealth and provide tax-effective benefits for me and my family in my retirement and on my death?

2019-01-15T10:01:20+09:30

Superannuation is now an important part of all wealth-building and retirement strategies. We discuss the key issues that you should consider when setting up your superannuation strategy to make sure you and your family get the full benefit that superannuation can offer.

How do I use superannuation to minimise taxes, protect and build wealth and provide tax-effective benefits for me and my family in my retirement and on my death?2019-01-15T10:01:20+09:30
1 09, 2012

New South Wales Stamp Duty Concessions on Transfer of Property from a Member to a Self-Managed Superannuation Fund

2018-08-07T09:49:15+09:30

In certain circumstances you can now transfer NSW real property to your super fund with only nominal stamp duty.

New South Wales Stamp Duty Concessions on Transfer of Property from a Member to a Self-Managed Superannuation Fund2018-08-07T09:49:15+09:30