3 06, 2020

Appointing an enduring attorney to look after your SMSF while you’re overseas

2020-06-03T13:22:41+09:30

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.

Appointing an enduring attorney to look after your SMSF while you’re overseas2020-06-03T13:22:41+09:30
8 05, 2020

Avoid Additional Stamp Duty in Victoria – Exclude Foreign Beneficiaries from Your Discretionary Trust

2020-05-18T08:20:24+09:30

The Victorian State Revenue Office (SRO) has announced that from 1 March 2020 it has adopted a new approach in applying the ‘foreign purchaser additional duty’ (FPAD) provisions of the Duties Act 2000 (Vic) to discretionary trusts. Make sure you don't get caught by this additional 8% of duty.

Avoid Additional Stamp Duty in Victoria – Exclude Foreign Beneficiaries from Your Discretionary Trust2020-05-18T08:20:24+09:30
7 05, 2020

Are you paying for your grandchildren’s school fees?

2020-05-18T08:19:15+09:30

If you're paying for your grandchildren's education costs, then you're not alone. But is this financial support a 'gift' or a 'loan' to your children? If this is left in any doubt, then bitter family disputes will arise. Take the time now to make sure the ground rules are clear.

Are you paying for your grandchildren’s school fees?2020-05-18T08:19:15+09:30
20 04, 2020

What is the best way to hold an investment property?

2020-04-29T13:02:16+09:30

This is a big question. The answer is going to depend on a range of factors, but there are some general rules you can apply.

What is the best way to hold an investment property?2020-04-29T13:02:16+09:30
10 04, 2020

Lending to family members: How to avoid the pitfalls

2020-04-29T12:50:19+09:30

So you want to help a family member under financial strain? What starts out with the best intentions can soon result is family disharmony. Confusion about whether the advance is a loan or gift can quickly result in argument. The tragedy is that this is so easy to avoid if you take some simple precautions from the outset.

Lending to family members: How to avoid the pitfalls2020-04-29T12:50:19+09:30
30 03, 2020

How to control a family trust when you die – our free downloadable Guide

2020-04-29T09:24:13+09:30

Download our comprehensive guide to controlling your family trust.

How to control a family trust when you die – our free downloadable Guide2020-04-29T09:24:13+09:30
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?

2020-05-14T11:28:55+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?2020-05-14T11:28:55+09:30
31 05, 2016

Is your commercial lease compliant with the PPSR regime?

2020-04-29T10:32:07+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?2020-04-29T10:32:07+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