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Private Clients| 19 Nov 2020
As 2020 nears to a close, advisors should note the impending 31 December deadline in NSW to exclude foreign persons as beneficiaries of discretionary trusts, to prevent these trusts from becoming foreign persons for the purposes of surcharge duty and land tax.
Tax| 17 Jul 2019
The Australian Taxation Office (ATO) has provided useful guidance and ‘safe harbours’ for when the executors or beneficiaries of a deceased estate can access the Capital Gains Tax (CGT) main residence exemption for a property that was the deceased’s ...
Private Clients| 21 May 2018
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 ...
Superannuation| 27 Apr 2017
Significant changes to the superannuation system will come into effect from 1 July 2017.
Tax| 07 Oct 2014
In the last few months we have been speaking to many clients about the merits of participating in Project DO IT and encouraging those who wish to participate to make an early start not wait until December – see our previous ...