Filter list by:
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.
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| 17 Jun 2016
On 2 September 2015, we provided an update regarding the Foreign Purchaser Additional Duty (FPAD) in Victoria and discretionary trusts.
Tax| 17 Feb 2016
A trust is not a legal person, like an individual or a company. It is a legal relationship that involves a legal owner (the trustee) holding property for the benefit of other people or entities (the beneficiaries). This relationship is ...