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Thinking posts
8 results8 results
Thinking| 29 Oct 2019
SMSFs and powers of attorney: why ensuring compliance is vital
In the third video of our series examining the five key self managed super fund (SMSF) estate matters you must talk to your clients about, Senior Associate Kate Gould highlights the important compliance obligations of powers of attorney in relation ...
Thinking| 21 Jan 2019
Video Wills: valid or a virtual reality?
Further to our update last year, Wills: 20,000 reasons why not to DIY, a recent Queensland case has again highlighted the importance of having a properly drafted Will. The case illustrates the fact that while informal Wills can be accepted by ...
Thinking| 30 Jul 2018
Wills: 20,000 reasons why not to DIY
We have all seen our fair share of DIY disasters, and the repercussions that come from not doing things properly in the first place.
Thinking| 21 May 2018
US citizens – President Trump reforms US estate and gift tax
Since our article US citizen – who me? Beware the dreaded US estate and gift tax was published, we have seen President Trump sign the ‘Tax Cuts and Jobs Act’ into law on 22 December 2017 and we are still seeing Australian senators ...
Thinking| 16 May 2018
Tax changes to Testamentary Trusts
The 2018 Australian Federal Budget announced integrity measures to clarify the concessional tax rates available for minors receiving income from Testamentary Trusts.