Private Clients| 09 Feb 2024
We outline the key issues if you’re considering varying or amending a trust deed, and provide some practical examples.
Tax| 31 Jan 2023
The Full Federal Court has handed both taxpayer and Commissioner a win in the recent Guardian AIT appeal decision.
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| 16 Feb 2018
Often when advisors and clients are reviewing trust deeds a critical issue can overlooked - the vesting date of the trust.
Tax| 17 Jun 2016
On 2 September 2015, we provided an update regarding the Foreign Purchaser Additional Duty (FPAD) in Victoria and discretionary trusts.