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Thinking| 22 Oct 2019
In the second video of a series by our Private Clients team examining the five key self-managed super fund (SMSF) estate matters you must talk to your client about, Lawyer Marie Mitilineos looks at the control of an SMSF and why giving control to a corporate trustee rather than an individual can assist with succession and asset protection.
Thinking| 16 Oct 2019
In this video series, our Private Clients team examines the five key self-managed super fund (SMSF) estate matters you must talk to your client about. Over the next five weeks, our team will cover issues such as dealing with control of SMSFs, powers of attorney, transfer balance cap strategies and using death benefit nominations, as […]
Thinking| 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 main residence at the time of their death.
Thinking| 19 Jun 2019
The Voluntary Assisted Dying Act 2017 (Vic) (Act) comes into force in Victoria on 19 June 2019...
Thinking| 16 May 2019
One question we are advising clients on more frequently these days revolves around them wanting to help their children financially, but at the same time protect that money to ensure it stays in the family. Some interesting figures from 2017 pointed to family members, essentially the Bank of Mum and Dad, being the fifth largest […]