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Do you have a client who is a member of the Bank of Mum and Dad?

Private Clients| 15 Sep 2020

Do you have a client who is a member of the Bank of Mum and Dad?

We have had many recent enquiries where Mum and Dad have been asked to act as guarantors for a loan. We highlight the potential asset protection benefits of your clients formally loaning, as opposed to gifting, money to their family ...

Is your estate still worth what you think it is?

Private Clients| 25 Aug 2020

Is your estate still worth what you think it is?

With the current economic volatility, it is important for clients to consider how changes in asset values may impact on their estate plan.

Succession plan still in shape?

Private Clients| 11 Aug 2020

Succession plan still in shape?

We have seen increasing numbers of clients with succession plans that have become outdated, or with particular aspects that require careful attention and revision, due to changes in circumstances. Our Private Clients team has put together five key 'circuit breakers' ...

Act now! Foreign surcharges for trusts holding NSW residential property

Private Clients| 13 Jul 2020

Act now! Foreign surcharges for trusts holding NSW residential property

The NSW Government’s changes to surcharges for ‘foreign persons’ for duty and land tax are now law. These changes apply to NSW residential land held by discretionary trusts.

Can my SMSF grant rent relief during the COVID-19 crisis?

Thinking| 09 Apr 2020

Can my SMSF grant rent relief during the COVID-19 crisis?

COVID-19 has placed significant economic stress on businesses and individuals. Naturally, the government is encouraging landlords and tenants to come together to reach an agreement on how rent is to be paid during this time, including the possibility of short-term ...