-May 8, 20233 minWhy 99% of super Testamentary Trusts are highly taxed and why there is a better way!It is a lawyer's "go to" advice to establish a testamentary trust("TT") on death of a member of a superannuation fund to hold their death...
-Apr 11, 20232 minWhat is a Notional Estate in NSW and how does it apply to clients with superIntroduction A notional estate is a concept specific to New South Wales (NSW) Family Provision claims in Australia. It refers to property...
-Apr 6, 20231 minWhat is Mental Capacity and why must you have it to sign a documentIn Australia, mental capacity refers to a person's ability to understand the nature and effect of a legal document and the consequences...
-Apr 3, 20231 minSMSFs would be ruinedThis range of superannuation changes are promoted by the Grattan Institute in its April 2023 Superannuation Report designed to improve...
grantley gilesNew Super Wealth Tax: Navigating the Turbulent Waters AheadAs we approach July 1, 2025, a new tax measure will commence, targeting the superannuation earnings of individuals with balances...
Grant AbbottCan you have an Offset account in a SMSF Loan FacilityOffset accounts linked to SMSF loans can provide substantial financial benefits through interest savings, provided they are structured...
grantley gilesThe Strategic Value of Shareholder Agreements for Startups and SMEsIn the exciting world of startups and small to medium-sized enterprises (SMEs), shareholder agreements stand as crucial tools for...