Trust Resettlement

If you are thinking about implementing modifications to your existing trust, it is important to consider whether such changes could result in the requirement for resettlement of the trust. When a resettlement happens the original trust is said to have come to an end,...

Preparing for the End of Financial Year

With the end of the financial year approaching, now is a prime time to start preparing for your business tax return. Planning for the end of financial year is usually commenced in March as it gives you time to organise yourself and create appropriate tax plans to...

Planning for Property Investment

Owning an investment property can be a rewarding experience, both financially and emotionally. There are many considerations other than the purchase cost of the property that need to be taken on board beforehand. Apart from the type of property (such as a unit or...

URGENT – Important changes to Trust Law

On 2 June 2011 legislation to enable the streaming of franked dividends and capital gains from trusts for tax purposes, as well as targeted anti-avoidance rules with relation to trust law, was introduced into parliament. It is important that all trustees are made...

Contesting a Will – Eligibility Requirements

The passing of a loved one is an extremely emotional and devastating time. This can be made all the more horrific if there is any kind of dispute against the Will of the deceased. Disputes often arise when parties that are associated with the deceased person disagree...

Is your superannuation on track?

Retirement is the time of life where you have the freedom to do what you want. Planning is essential if you want to have a comfortable and stress free retirement. Think about the lifestyle you want when you retire. Will you mix work and leisure? Do you have plans to...