It is important to understand the interplay of the laws governing superannuation, tax and succession laws when considering your estate planning. Appreciating how these laws interact can help avoid some common pitfalls in estate planning and may have significant impact...
An increasing number of individuals, especially those with complex professional and personal affairs, are using discretionary trusts as part of both their day to day wealth management strategies and also as part of their approach to long term planning. Discretionary...
A Power of Attorney is a legal document authorising a person to act for you and make binding decisions on your behalf during your lifetime. A Power of Attorney is usually prepared: to facilitate and complete transactions when you are unavailable to do so, for example...
All Australian jurisdictions provide statutory rights for eligible persons to contest a Will on the basis that they have not been left what is considered adequate provision by the testator for their proper maintenance, education, and advancement in life. In South...
Losing a trust deed is not something anyone plans to do. Not only is a lost trust deed inconvenient it can also have serious consequences. Even if the trust is able to continue operating, without having the trust deed to reference it may be very difficult, if not...
A Self-Managed Superannuation Fund (SMSF) is a type of superannuation structure that allows members to control and manage their own funds. Unlike other superannuation funds, members have a degree of autonomy over the choice of investments they can make subject to the...
